Raymond James Financial
BWZ icon

Raymond James Financial’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-3,284
Closed -$92.2K – 5231
2025
Q2 		$92.2K Buy
+3,284
New +$90K ﹤0.01% 4913

Other funds holding BWZ

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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 $1.98B AUM 19.17% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Raymond James Financial's BWZ Position: Q3 2025 in Review

Raymond James Financial sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2025, closing a stake of 3,284 shares — an estimated $92.2K sold.

Raymond James Financial first reported a position in BWZ in Q2 2025 and held it in 1 quarter. The position peaked at $92.2K in Q2 2025. 67 funds tracked by Wall St. Rank hold BWZ as of Q3 2025.

  • Raymond James Financial reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,284 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2025, an estimated $92.2K.
  • Raymond James Financial first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $92.2K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.