DWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Buy	+4,030	New	+$344K	0.02%	432
2025 Q1	–	Sell	-4,629	Closed	-$360K	–	515
2024 Q4	$360K	Sell	4,629 -614	-12%	-$47.8K	0.03%	406
2024 Q3	$404K	Buy	+5,243	New	+$404K	0.04%	351