Focus Partners Wealth
CWB icon

Focus Partners Wealth’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Focus Partners Wealth’s Portfolio CWB Stock Details CWB Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.6M Sell
2025
Q2 		$1.58M Sell
2025
Q1 		$1.48M Sell
2024
Q4 		$1.57M Buy
2024
Q3 		$456K Sell
2024
Q2 		$1.39M Sell
2024
Q1 		$1.47M Buy
2023
Q4 		$225K Buy