Golden State Equity Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Golden State Equity Partners’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	-110	Closed	-$10.1K	–	644
2026 Q1	$10.1K	Buy	+110	New	+$10.3K	﹤0.01%	1293
2024 Q3	–	Hold	0	–	–	–	914
2022 Q1	$568K	Buy	+7,382	New	+$565K	0.29%	100
2021 Q4	–	Sell	-16,584	Closed	-$1.42M	–	196
2021 Q3	$1.42M	Buy	16,584 +1,681	+11%	+$145K	0.58%	40
2021 Q2	$1.29M	Buy	14,903 +991	+7%	+$83.7K	0.5%	48
2021 Q1	$1.16M	Buy	13,912 +588	+4%	+$50.9K	0.66%	42
2020 Q4	$1.1M	Buy	+13,324	New	+$1.01M	0.76%	42

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

Golden State Equity Partners's CWB Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026, closing a stake of 110 shares — an estimated $10.1K sold.

Golden State Equity Partners first reported a position in CWB in Q4 2020 and held it in 6 quarters. The position peaked at $1.42M in Q3 2021. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 110 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $10.1K.
Golden State Equity Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2020 and held it in 6 quarters.
Golden State Equity Partners's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $1.42M in Q3 2021.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.