Rockefeller Capital Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Rockefeller Capital 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	$1.78M	Sell	66,365 -43,048	-39%	-$1.17M	﹤0.01%	1444
2026 Q1	$2.95M	Sell	109,413 -25,346	-19%	-$696K	0.01%	1126
2025 Q4	$3.69M	Buy	134,759 +346	+0.3%	+$9.45K	0.01%	987
2025 Q3	$3.74M	Hold	134,413	–	–	0.01%	923
2025 Q2	$3.77M	Buy	+134,413	New	+$3.68M	0.01%	883
2022 Q2	–	Sell	-1,000	Closed	-$29K	–	4114
2022 Q1	$29K	Hold	1,000	–	–	﹤0.01%	2558
2021 Q4	$30K	Hold	1,000	–	–	﹤0.01%	2435
2021 Q3	$31K	Buy	+1,000	New	+$31.5K	﹤0.01%	2378

Other funds holding BWZ

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

Rockefeller Capital Management's BWZ Position: Q2 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 39% in Q2 2026, selling an estimated $1.17M and leaving 66,365 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Rockefeller Capital Management first reported a position in BWZ in Q3 2021 and has held it in 8 quarters since. The position peaked at $3.77M in Q2 2025. 72 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Rockefeller Capital Management held 66,365 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $1.78M as of Q2 2026.
Rockefeller Capital Management sold 43,048 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $1.17M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1444 holding.
Rockefeller Capital Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2021 and has held it in 8 quarters since.
Rockefeller Capital Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $3.77M in Q2 2025.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.