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

Arkadios 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
2025 Q3	$312K	Sell
2025 Q2	$308K	Sell
2025 Q1	$299K	Buy
2021 Q4	–	Sell
2021 Q3	$60K	Sell
2021 Q2	$248K	Buy
2021 Q1	$213K	Buy
2020 Q4	$57K	Buy