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Financial & Tax Architects’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Financial & Tax Architects’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.1M Buy
122,431
+1,760
+1% +$145K 2.46% 9
2025
Q1 		$9.25M Buy
120,671
+3,328
+3% +$255K 2.32% 11
2024
Q4 		$9.14M Buy
+117,343
New +$9.14M 2.33% 10