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

Trademark Financial 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	–	Sell	-16,401	Closed	-$442K	–	108
2026 Q1	$442K	Sell	16,401 -6,851	-29%	-$188K	0.22%	69
2025 Q4	$637K	Sell	23,252 -17,146	-42%	-$468K	0.35%	53
2025 Q3	$1.12M	Buy	40,398 +16,134	+66%	+$447K	0.65%	33
2025 Q2	$681K	Buy	+24,264	New	+$665K	0.42%	47

Other funds holding BWZ

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

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

DMC Group Birmingham, Alabama $146M AUM 38.48% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

Trademark Financial Management's BWZ Position: Q2 2026 in Review

Trademark Financial Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026, closing a stake of 16,401 shares — an estimated $442K sold.

Trademark Financial Management first reported a position in BWZ in Q2 2025 and held it in 4 quarters. The position peaked at $1.12M in Q3 2025. 24 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Trademark Financial Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Trademark Financial Management sold 16,401 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $442K.
Trademark Financial Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
Trademark Financial Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $1.12M in Q3 2025.
24 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.