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Principal Securities’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Principal Securities’s Portfolio BWZ Stock Details BWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-185
Closed -$5.15K – 1646
2025
Q3 		$5.15K Sell
185
-654
-78% -$18.1K ﹤0.01% 2958
2025
Q2 		$23.6K Buy
+839
New +$23K ﹤0.01% 2240

Other funds holding BWZ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Principal Securities's BWZ Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2025, closing a stake of 185 shares — an estimated $5.15K sold.

Principal Securities first reported a position in BWZ in Q2 2025 and held it in 2 quarters. The position peaked at $23.6K in Q2 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q4 2025.

  • Principal Securities reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 185 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2025, an estimated $5.15K.
  • Principal Securities first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $23.6K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.