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

Smartleaf 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	$4.49K	Hold	168	–	–	﹤0.01%	2703
2025 Q4	$4.6K	Hold	168	–	–	﹤0.01%	2739
2025 Q3	$4.67K	Hold	168	–	–	﹤0.01%	2397
2025 Q2	$4.69K	Hold	168	–	–	﹤0.01%	2077
2025 Q1	$4.44K	Hold	168	–	–	﹤0.01%	2232
2024 Q4	$4.27K	Hold	168	–	–	﹤0.01%	2304
2024 Q3	$4.65K	Hold	168	–	–	﹤0.01%	2158
2024 Q2	$4.31K	Buy	+168	New	+$4.36K	﹤0.01%	1869

Other funds holding BWZ

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return