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IFC & Insurance Marketing’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-155
Closed -$14K – 185
2025
Q4 		$14K Buy
+155
New +$14.1K 0.01% 338

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LPL Financial
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Bessemer Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

IFC & Insurance Marketing's CWB Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2026, closing a stake of 155 shares — an estimated $14K sold.

IFC & Insurance Marketing first reported a position in CWB in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 528 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 155 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $14K.
  • IFC & Insurance Marketing first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $14K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.