Anderson Financial Strategies’s 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
2025 Q2	$8.16M	Sell
2025 Q1	$7.87M	Buy
2024 Q4	$7.86M	Buy