CFFP
CWB icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.5K Hold
284
– – ﹤0.01% 379
2025
Q1 		$21.8K Buy
284
+264
+1,320% +$20.2K ﹤0.01% 381
2024
Q4 		$1.56K Buy
+20
New +$1.56K ﹤0.01% 559