Blue Rock Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Blue Rock Wealth Management’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	$547K	Hold
2025 Q2	$499K	Hold
2025 Q1	$463K	Buy
2024 Q4	$308K	Buy