CFIM
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Client First Investment Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Client First Investment 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
Q4 		– Sell
-6,382
Closed -$578K – 32
2025
Q3 		$578K Buy
+6,382
New +$549K 0.29% 28

Other funds holding CWB

Bank of America
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HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Client First Investment Management's CWB Position: Q4 2025 in Review

Client First Investment Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2025, closing a stake of 6,382 shares — an estimated $578K sold.

Client First Investment Management first reported a position in CWB in Q3 2025 and held it in 1 quarter. The position peaked at $578K in Q3 2025. 508 funds tracked by Wall St. Rank hold CWB as of Q4 2025.

  • Client First Investment Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Client First Investment Management sold 6,382 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2025, an estimated $578K.
  • Client First Investment Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and held it in 1 quarter.
  • Client First Investment Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $578K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2025.

Based on Client First Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.