Guardian Asset Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Guardian Asset Advisors’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$979K	Buy
2025 Q2	$841K	Buy
2025 Q1	$393K	Buy
2024 Q4	$338K	Buy
2024 Q3	$332K	Buy
2024 Q2	$312K	Buy
2024 Q1	$316K	Buy
2023 Q4	$312K	Buy