UBS Group’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

UBS Group’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	$7.03M	Buy	262,757 +69,767	+36%	+$1.89M	﹤0.01%	3825
2026 Q1	$5.2M	Buy	192,990 +6,258	+3%	+$172K	﹤0.01%	4046
2025 Q4	$5.12M	Sell	186,732 -18,876	-9%	-$515K	﹤0.01%	4006
2025 Q3	$5.72M	Buy	205,608 +16,456	+9%	+$456K	﹤0.01%	3899
2025 Q2	$5.31M	Buy	189,152 +176,442	+1,388%	+$4.84M	﹤0.01%	3817
2025 Q1	$334K	Hold	12,710	–	–	﹤0.01%	6162
2024 Q4	$322K	Sell	12,710 -897	-7%	-$23.4K	﹤0.01%	6154
2024 Q3	$375K	Buy	13,607 +176	+1%	+$4.7K	﹤0.01%	5438
2024 Q2	$344K	Buy	13,431 +721	+6%	+$18.7K	﹤0.01%	5285
2024 Q1	$335K	Sell	12,710 -3,324	-21%	-$88.4K	﹤0.01%	5499
2023 Q4	$439K	Buy	16,034 +3,231	+25%	+$85K	﹤0.01%	5201
2023 Q3	$330K	Buy	12,803 +93	+0.7%	+$2.47K	﹤0.01%	4976
2023 Q2	$340K	Buy	12,710 +2,587	+26%	+$70K	﹤0.01%	5130
2023 Q1	$276K	Buy	10,123 +823	+9%	+$22.3K	﹤0.01%	5148
2022 Q4	$252K	Sell	9,300 -9,579	-51%	-$247K	﹤0.01%	5267
2022 Q3	$471K	Sell	18,879 -47	-0.2%	-$1.23K	﹤0.01%	4388
2022 Q2	$511K	Sell	18,926 -12,272	-39%	-$340K	﹤0.01%	4246
2022 Q1	$908K	Sell	31,198 -5,368	-15%	-$160K	﹤0.01%	4200
2021 Q4	$1.11M	Sell	36,566 -4,584	-11%	-$141K	﹤0.01%	4288
2021 Q3	$1.28M	Buy	41,150 +994	+2%	+$31.3K	﹤0.01%	3975
2021 Q2	$1.27M	Buy	40,156 +2,866	+8%	+$92.1K	﹤0.01%	3969
2021 Q1	$1.18M	Buy	37,290 +15,889	+74%	+$514K	﹤0.01%	4092
2020 Q4	$702K	Buy	21,401 +4,342	+25%	+$139K	﹤0.01%	4307
2020 Q3	$536K	Buy	17,059 +3,512	+26%	+$110K	﹤0.01%	4132
2020 Q2	$413K	Buy	13,547 +980	+8%	+$29.4K	﹤0.01%	4301
2020 Q1	$373K	Buy	12,567 +6,365	+103%	+$192K	﹤0.01%	4221
2019 Q4	$192K	Buy	6,202 +1,406	+29%	+$42.9K	﹤0.01%	5626
2019 Q3	$146K	Buy	4,796 +276	+6%	+$8.45K	﹤0.01%	5502
2019 Q2	$140K	Sell	4,520 -898	-17%	-$27.5K	﹤0.01%	5152
2019 Q1	$165K	Buy	5,418 +1,943	+56%	+$59.8K	﹤0.01%	4739
2018 Q4	$107K	Buy	3,475 +1,583	+84%	+$48.7K	﹤0.01%	5478
2018 Q3	$59K	Sell	1,892 -4,183	-69%	-$131K	﹤0.01%	6037
2018 Q2	$190K	Sell	6,075 -107,320	-95%	-$3.44M	﹤0.01%	4980
2018 Q1	$3.75M	Buy	113,395 +60,534	+115%	+$1.99M	﹤0.01%	2577
2017 Q4	$1.7M	Sell	52,861 -53,883	-50%	-$1.71M	﹤0.01%	3333
2017 Q3	$3.41M	Buy	106,744 +102,605	+2,479%	+$3.29M	﹤0.01%	2581
2017 Q2	$130K	Buy	4,139 +3,550	+603%	+$109K	﹤0.01%	5017
2017 Q1	$18K	Sell	589 -1,636	-74%	-$49K	﹤0.01%	6201
2016 Q4	$65K	Sell	2,225 -497	-18%	-$15.1K	﹤0.01%	5618
2016 Q3	$87K	Buy	2,722 +1,565	+135%	+$49.5K	﹤0.01%	5072
2016 Q2	$36K	Buy	1,157 +693	+149%	+$21.7K	﹤0.01%	5773
2016 Q1	$14K	Sell	464 -29,188	-98%	-$882K	﹤0.01%	6437
2015 Q4	$882K	Sell	29,652 -7,333	-20%	-$220K	﹤0.01%	3510
2015 Q3	$1.11M	Buy	36,985 +898	+2%	+$27.1K	﹤0.01%	3251
2015 Q2	$1.11M	Buy	36,087 +22,627	+168%	+$696K	﹤0.01%	3485
2015 Q1	$408K	Sell	13,460 -38,444	-74%	-$1.19M	﹤0.01%	4302
2014 Q4	$1.68M	Buy	+51,904	New	+$1.73M	﹤0.01%	3068

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's BWZ Position: Q2 2026 in Review

UBS Group increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 36% in Q2 2026, buying an estimated $1.89M and bringing the position to 262,757 shares worth $7.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3825.

UBS Group first reported a position in BWZ in Q4 2014 and has held it in 47 quarters since. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

UBS Group held 262,757 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $7.03M as of Q2 2026.
UBS Group bought 69,767 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $1.89M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3825 holding.
UBS Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2014 and has held it in 47 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.