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Estate Planners Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Estate Planners Group’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
2026
Q1 		– Sell
-239
Closed -$21.3K – 143
2025
Q4 		$21.3K Buy
+239
New +$21.7K 0.01% 205

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Estate Planners Group's CWB Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2026, closing a stake of 239 shares — an estimated $21.3K sold.

Estate Planners Group first reported a position in CWB in Q4 2025 and held it in 1 quarter. The position peaked at $21.3K in Q4 2025. 528 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

  • Estate Planners Group reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 239 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $21.3K.
  • Estate Planners Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $21.3K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.