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

Anderson Financial Strategies’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	$9.48M	Sell	91,417 -5,059	-5%	-$524K	4.93%	7
2026 Q1	$10M	Sell	96,476 -3,466	-3%	-$324K	5.51%	6
2025 Q4	$8.91M	Buy	99,942 +2,030	+2%	+$185K	5.18%	6
2025 Q3	$8.86M	Sell	97,912 -863	-0.9%	-$74.2K	5.25%	6
2025 Q2	$8.16M	Sell	98,775 -3,906	-4%	-$307K	5.22%	6
2025 Q1	$7.87M	Buy	102,681 +1,717	+2%	+$136K	4.81%	7
2024 Q4	$7.86M	Buy	+100,964	New	+$7.96M	4.74%	8

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

Anderson Financial Strategies's CWB Position: Q2 2026 in Review

Anderson Financial Strategies reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 5.2% in Q2 2026, selling an estimated $524K and leaving 91,417 shares worth $9.48M. The position accounts for 4.93% of the portfolio, ranked #7.

Anderson Financial Strategies first reported a position in CWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $10M in Q1 2026. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Anderson Financial Strategies held 91,417 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $9.48M as of Q2 2026.
Anderson Financial Strategies sold 5,059 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $524K.
State Street SPDR Bloomberg Convertible Securities ETF made up 4.93% of Anderson Financial Strategies's portfolio in Q2 2026, its #7 holding.
Anderson Financial Strategies first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and has held it in 7 quarters since.
Anderson Financial Strategies's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $10M in Q1 2026.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.