Advyzon Investment Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$309K	Buy	+3,738	New	+$309K	0.07%	271
2025 Q1	–	Sell	-9,255	Closed	-$721K	–	290
2024 Q4	$721K	Buy	+9,255	New	+$721K	0.28%	74