1620 Investment Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

1620 Investment Advisors’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5K	Hold	97	–	–	0.01%	485
2026 Q1	$8.88K	Hold	97	–	–	0.01%	482
2025 Q4	$8.65K	Hold	97	–	–	0.01%	476
2025 Q3	$8.78K	Hold	97	–	–	0.01%	469
2025 Q2	$8.02K	Hold	97	–	–	0.01%	485
2025 Q1	$7.43K	Hold	97	–	–	0.01%	476
2024 Q4	$7.55K	Hold	97	–	–	0.01%	488
2024 Q3	$7.43K	Hold	97	–	–	0.01%	488
2024 Q2	$6.99K	Buy	+97	New	+$6.94K	0.01%	477

Other funds holding CWB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

WMA

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

1620 Investment Advisors's CWB Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 97 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #485.

1620 Investment Advisors first reported a position in CWB in Q2 2024 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

1620 Investment Advisors held 97 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $10.5K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #485 holding.
1620 Investment Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2024 and has held it in 9 quarters since.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.