Baker Tilly Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Baker Tilly Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$232K	Sell
2025 Q2	$238K	Sell
2025 Q1	$248K	Sell
2024 Q4	$268K	Buy
2024 Q3	$249K	Buy
2023 Q1	–	Sell
2022 Q4	$222K	Buy
2022 Q1	–	Sell
2021 Q4	$233K	Buy