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 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

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ECM

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Walkner Condon Financial Advisors's BWZ Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 8.3% in Q1 2026, buying an estimated $531K and bringing the position to 252,567 shares worth $6.8M. The position accounts for 0.9% of the portfolio, ranked #26.

Walkner Condon Financial Advisors first reported a position in BWZ in Q3 2020 and has held it in 23 quarters since. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

Walkner Condon Financial Advisors held 252,567 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $6.8M as of Q1 2026.
Walkner Condon Financial Advisors bought 19,354 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $531K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.9% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #26 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 23 quarters since.
74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.