RWM
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RMG Wealth Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

RMG Wealth Management’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
Q2 		– Sell
-3,062,058
Closed -$76.6M – 594
2026
Q1 		$76.6M Buy
+3,062,058
New +$84.1M 8.85% 5

Other funds holding BWZ

QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

RMG Wealth Management's BWZ Position: Q2 2026 in Review

RMG Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026, closing a stake of 3,062,058 shares — an estimated $76.6M sold.

RMG Wealth Management first reported a position in BWZ in Q1 2026 and held it in 1 quarter. The position peaked at $76.6M in Q1 2026. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • RMG Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • RMG Wealth Management sold 3,062,058 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $76.6M.
  • RMG Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • RMG Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $76.6M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.