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

Forvis Mazars Wealth Advisors’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
2025 Q1	–	Sell	-5,476	Closed	-$427K	–	394
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	+$392K	0.01%	317

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CWB Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2025, closing a stake of 5,476 shares — an estimated $427K sold.

Forvis Mazars Wealth Advisors first reported a position in CWB in Q1 2024 and held it in 4 quarters. The position peaked at $427K in Q4 2024. 463 funds tracked by Wall St. Rank hold CWB as of Q1 2025.

Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q1 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 5,476 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2025, an estimated $427K.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2024 and held it in 4 quarters.
Forvis Mazars Wealth Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $427K in Q4 2024.
463 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.