IFG Advisory’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
HCM
IFG Advisory's CWB Position: Q2 2026 in Review
IFG Advisory increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 45% in Q2 2026, buying an estimated $42K and bringing the position to 1,305 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #971.
IFG Advisory first reported a position in CWB in Q1 2024 and has held it in 3 quarters since. The position peaked at $272K in Q1 2024. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.
- IFG Advisory held 1,305 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $141K as of Q2 2026.
- IFG Advisory bought 405 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $42K.
- State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #971 holding.
- IFG Advisory first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2024 and has held it in 3 quarters since.
- IFG Advisory's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $272K in Q1 2024.
- 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.