Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Envestnet Portfolio Solutions’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 		$1.77M Sell
2025
Q2 		$2.3M Sell
2025
Q1 		$7.06M Buy
2024
Q4 		$6.75M Buy
2024
Q3 		$711K Buy
2024
Q2 		$277K Sell
2024
Q1 		$290K Buy
2023
Q4 		$274K Sell
2023
Q3 		$7.34M Buy