First Command Advisory Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

First Command Advisory Services’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 Q2	–	Sell	-351	Closed	-$32.1K	–	1242
2026 Q1	$32.1K	Hold	351	–	–	﹤0.01%	419
2025 Q4	$31.3K	Hold	351	–	–	﹤0.01%	362
2025 Q3	$31.8K	Hold	351	–	–	﹤0.01%	345
2025 Q2	$29K	Buy	+351	New	+$27.6K	﹤0.01%	337

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Command Advisory Services's CWB Position: Q2 2026 in Review

First Command Advisory Services sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026, closing a stake of 351 shares — an estimated $32.1K sold.

First Command Advisory Services first reported a position in CWB in Q2 2025 and held it in 4 quarters. The position peaked at $32.1K in Q1 2026. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

First Command Advisory Services reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
First Command Advisory Services sold 351 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $32.1K.
First Command Advisory Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2025 and held it in 4 quarters.
First Command Advisory Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $32.1K in Q1 2026.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.