Forvis Mazars Wealth Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,476	Closed	-$427K	–	393
2024 Q4	$427K	Hold	5,476	–	–	0.01%	333
2024 Q3	$419K	Hold	5,476	–	–	0.01%	339
2024 Q2	$395K	Hold	5,476	–	–	0.01%	321
2024 Q1	$400K	Buy	+5,476	New	+$400K	0.01%	317