Concurrent Investment Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Concurrent Investment Advisors’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	$274K	Buy
2025 Q2	$217K	Hold
2025 Q1	$201K	Buy
2024 Q2	–	Sell
2024 Q1	$201K	Buy