Aletheian Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Aletheian Wealth 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	$3.59M	Buy	33,296 +2,919	+10%	+$303K	1.53%	14
2026 Q1	$2.78M	Buy	+30,377	New	+$2.84M	1.36%	19
2025 Q3	$3.04M	Buy	33,586 +274	+0.8%	+$23.6K	1.41%	18
2025 Q2	$2.75M	Buy	33,312 +2,787	+9%	+$219K	1.35%	21
2025 Q1	$2.34M	Buy	30,525 +375	+1%	+$29.6K	1.31%	19
2024 Q4	$2.35M	Sell	30,150 -511	-2%	-$40.3K	1.39%	18
2024 Q3	$2.35M	Buy	30,661 +9	+0%	+$661	1.37%	18
2024 Q2	$2.21M	Buy	30,652 +3,901	+15%	+$279K	1.16%	24
2024 Q1	$1.95M	Buy	26,751 +2,754	+11%	+$197K	1.06%	26
2023 Q4	$1.73M	Sell	23,997 -826	-3%	-$56.1K	1.15%	22
2023 Q3	$1.68M	Buy	24,823 +235	+1%	+$16.4K	1.29%	16
2023 Q2	$1.72M	Buy	24,588 +96	+0.4%	+$6.45K	1.18%	19
2023 Q1	$1.64M	Buy	24,492 +9,819	+67%	+$658K	1.45%	17
2022 Q4	$944K	Sell	14,673 -383	-3%	-$24.9K	0.81%	32
2022 Q3	$953K	Sell	15,056 -2,753	-15%	-$185K	1.08%	27
2022 Q2	$1.15M	Buy	17,809 +3,991	+29%	+$277K	1.17%	26
2022 Q1	$1.06M	Buy	13,818 +2,266	+20%	+$173K	1.01%	28
2021 Q4	$958K	Buy	+11,552	New	+$989K	0.94%	23

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aletheian Wealth Advisors's CWB Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 9.6% in Q2 2026, buying an estimated $303K and bringing the position to 33,296 shares worth $3.59M. The position accounts for 1.53% of the portfolio, ranked #14.

Aletheian Wealth Advisors first reported a position in CWB in Q4 2021 and has held it in 18 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Aletheian Wealth Advisors held 33,296 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $3.59M as of Q2 2026.
Aletheian Wealth Advisors bought 2,919 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $303K.
State Street SPDR Bloomberg Convertible Securities ETF made up 1.53% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Aletheian Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2021 and has held it in 18 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.