Medallion Wealth Advisors, LLC’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Medallion Wealth Advisors, LLC’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
2026 Q1	$174K	Buy
2025 Q4	$169K	Buy
2025 Q3	$170K	Buy
2025 Q2	$155K	Buy
2025 Q1	$143K	Hold
2024 Q4	$143K	Buy