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

Satovsky Asset 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	$544K	Buy	20,335 +108	+0.5%	+$2.93K	0.09%	37
2026 Q1	$545K	Buy	20,227 +65	+0.3%	+$1.78K	0.1%	32
2025 Q4	$553K	Buy	20,162 +135	+0.7%	+$3.69K	0.11%	29
2025 Q3	$557K	Buy	20,027 +107	+0.5%	+$2.97K	0.11%	27
2025 Q2	$559K	Buy	+19,920	New	+$546K	0.12%	26

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

Satovsky Asset Management's BWZ Position: Q2 2026 in Review

Satovsky Asset Management increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 0.53% in Q2 2026, buying an estimated $2.93K and bringing the position to 20,335 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #37.

Satovsky Asset Management first reported a position in BWZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $559K in Q2 2025. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Satovsky Asset Management held 20,335 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $544K as of Q2 2026.
Satovsky Asset Management bought 108 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $2.93K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.09% of Satovsky Asset Management's portfolio in Q2 2026, its #37 holding.
Satovsky Asset Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Satovsky Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $559K in Q2 2025.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.