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

Walkner Condon 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	$7.34M	Buy	274,306 +21,739	+9%	+$590K	0.84%	28
2026 Q1	$6.8M	Buy	252,567 +19,354	+8%	+$531K	0.9%	26
2025 Q4	$6.39M	Buy	233,213 +14,162	+6%	+$387K	0.89%	27
2025 Q3	$6.09M	Buy	219,051 +39,911	+22%	+$1.11M	0.97%	26
2025 Q2	$5.03M	Buy	179,140 +20,055	+13%	+$550K	0.92%	26
2025 Q1	$4.18M	Sell	159,085 -5,503	-3%	-$142K	0.85%	27
2024 Q4	$4.17M	Sell	164,588 -15,140	-8%	-$396K	0.85%	30
2024 Q3	$4.95M	Buy	179,728 +6,484	+4%	+$173K	1.01%	27
2024 Q2	$4.44M	Buy	173,244 +3,730	+2%	+$96.9K	0.96%	32
2024 Q1	$4.47M	Buy	169,514 +5,151	+3%	+$137K	0.95%	30
2023 Q4	$4.5M	Buy	164,363 +34,684	+27%	+$912K	1.03%	27
2023 Q3	$3.34M	Buy	129,679 +18,788	+17%	+$500K	0.89%	29
2023 Q2	$2.96M	Buy	110,891 +7,809	+8%	+$211K	0.78%	32
2023 Q1	$2.81M	Buy	103,082 +3,065	+3%	+$83.1K	0.79%	31
2022 Q4	$2.71M	Sell	100,017 -24,666	-20%	-$637K	0.81%	30
2022 Q3	$3.12M	Buy	124,683 +7,571	+6%	+$198K	1%	28
2022 Q2	$3.16M	Buy	117,112 +14,649	+14%	+$406K	0.99%	28
2022 Q1	$2.98M	Buy	102,463 +5,056	+5%	+$151K	0.85%	30
2021 Q4	$2.96M	Buy	97,407 +1,406	+1%	+$43.2K	1.93%	15
2021 Q3	$2.99M	Sell	96,001 -4,601	-5%	-$145K	1.47%	21
2021 Q2	$3.2M	Buy	100,602 +14,007	+16%	+$450K	1.17%	25
2021 Q1	$2.73M	Sell	86,595 -1,345	-2%	-$43.5K	1.06%	25
2020 Q4	$2.89M	Sell	87,940 -4,064	-4%	-$130K	1.24%	22
2020 Q3	$2.89M	Buy	+92,004	New	+$2.88M	1.55%	13

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

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

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

Walkner Condon Financial Advisors's BWZ Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 8.6% in Q2 2026, buying an estimated $590K and bringing the position to 274,306 shares worth $7.34M. The position accounts for 0.84% of the portfolio, ranked #28.

Walkner Condon Financial Advisors first reported a position in BWZ in Q3 2020 and has held it in 24 quarters since. 72 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Walkner Condon Financial Advisors held 274,306 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $7.34M as of Q2 2026.
Walkner Condon Financial Advisors bought 21,739 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $590K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.84% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #28 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.