AFS
CWB icon

Anderson Financial Strategies’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Anderson Financial Strategies’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.17M Sell
98,775
-3,906
-4% -$323K 5.22% 6
2025
Q1 		$7.87M Buy
102,681
+1,717
+2% +$132K 4.81% 7
2024
Q4 		$7.86M Buy
+100,964
New +$7.86M 4.74% 8