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

Transamerica Financial Advisors’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	$8.41K	Sell	314 -403	-56%	-$10.9K	﹤0.01%	1025
2026 Q1	$19.3K	Sell	717 -33,049	-98%	-$908K	﹤0.01%	810
2025 Q4	$926K	Sell	33,766 -1,924	-5%	-$52.5K	0.08%	208
2025 Q3	$993K	Sell	35,690 -546	-2%	-$15.1K	0.08%	171
2025 Q2	$1.02M	Buy	+36,236	New	+$993K	0.1%	144

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

Transamerica Financial Advisors's BWZ Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 56% in Q2 2026, selling an estimated $10.9K and leaving 314 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Transamerica Financial Advisors first reported a position in BWZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2025. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Transamerica Financial Advisors held 314 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $8.41K as of Q2 2026.
Transamerica Financial Advisors sold 403 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $10.9K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1025 holding.
Transamerica Financial Advisors 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.
Transamerica Financial Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $1.02M 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 Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.