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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
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

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 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
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 $759M AUM 18.75% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Satovsky Asset Management's BWZ Position: Q1 2026 in Review

Satovsky Asset Management increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 0.32% in Q1 2026, buying an estimated $1.78K and bringing the position to 20,227 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #32.

Satovsky Asset Management first reported a position in BWZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $559K in Q2 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

  • Satovsky Asset Management held 20,227 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $545K as of Q1 2026.
  • Satovsky Asset Management bought 65 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $1.78K.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.1% of Satovsky Asset Management's portfolio in Q1 2026, its #32 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 4 quarters since.
  • Satovsky Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $559K in Q2 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 Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.