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

Studio Investment 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	$2.03M	Buy	76,055 +3,544	+5%	+$96.2K	0.34%	54
2026 Q1	$1.95M	Buy	72,511 +1,989	+3%	+$54.6K	0.35%	55
2025 Q4	$1.93M	Buy	70,522 +4,715	+7%	+$129K	0.35%	55
2025 Q3	$1.83M	Buy	65,807 +15,552	+31%	+$431K	0.35%	55
2025 Q2	$1.41M	Buy	50,255 +5,398	+12%	+$148K	0.28%	58
2025 Q1	$1.18M	Buy	+44,857	New	+$1.16M	0.24%	62

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

Studio Investment Management's BWZ Position: Q2 2026 in Review

Studio Investment Management increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 4.9% in Q2 2026, buying an estimated $96.2K and bringing the position to 76,055 shares worth $2.03M. The position accounts for 0.34% of the portfolio, ranked #54.

Studio Investment Management first reported a position in BWZ in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Studio Investment Management held 76,055 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.03M as of Q2 2026.
Studio Investment Management bought 3,544 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $96.2K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.34% of Studio Investment Management's portfolio in Q2 2026, its #54 holding.
Studio Investment Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.