WCM Investment Management
BWZ icon

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

WCM Investment 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
2025
Q1 		– Sell
-4,496
Closed -$114K – 282
2024
Q4 		$114K Buy
+4,496
New +$117K ﹤0.01% 287

Other funds holding BWZ

QC
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WCM Investment Management's BWZ Position: Q1 2025 in Review

WCM Investment Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2025, closing a stake of 4,496 shares — an estimated $114K sold.

WCM Investment Management first reported a position in BWZ in Q4 2024 and held it in 1 quarter. The position peaked at $114K in Q4 2024. 41 funds tracked by Wall St. Rank hold BWZ as of Q1 2025.

  • WCM Investment Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WCM Investment Management sold 4,496 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2025, an estimated $114K.
  • WCM Investment Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • WCM Investment Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $114K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2025.

Based on WCM Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.