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Purpose Unlimited Inc’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Purpose Unlimited Inc’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
2026
Q1 		$379K Sell
14,073
-6,521
-32% -$179K 0.02% 184
2025
Q4 		$562K Buy
+20,594
New +$562K 0.03% 135

Other funds holding BWZ

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Purpose Unlimited Inc's BWZ Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 32% in Q1 2026, selling an estimated $179K and leaving 14,073 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #184.

Purpose Unlimited Inc first reported a position in BWZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $562K in Q4 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

  • Purpose Unlimited Inc held 14,073 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $379K as of Q1 2026.
  • Purpose Unlimited Inc sold 6,521 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $179K.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.02% of Purpose Unlimited Inc's portfolio in Q1 2026, its #184 holding.
  • Purpose Unlimited Inc first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $562K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.