Center for Financial Planning’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Center for Financial Planning’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	$23.5K	Hold
2025 Q1	$21.8K	Buy
2024 Q4	$1.56K	Buy