Abich Financial Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$1.99K	Buy	+22	New	+$1.89K	﹤0.01%	578
2024 Q3	–	Sell	-22	Closed	-$1.58K	–	481
2024 Q2	$1.58K	Hold	22	–	–	﹤0.01%	523
2024 Q1	$1.61K	Hold	22	–	–	﹤0.01%	383
2023 Q4	$1.59K	Buy	+22	New	+$1.49K	﹤0.01%	347

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Abich Financial Wealth Management's CWB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2025: 22 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CWB as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in CWB in Q4 2023 and has held it in 4 quarters since. 486 funds tracked by Wall St. Rank hold CWB as of Q3 2025.

Abich Financial Wealth Management held 22 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.99K as of Q3 2025.
State Street SPDR Bloomberg Convertible Securities ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #578 holding.
Abich Financial Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2023 and has held it in 4 quarters since.
486 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.