Independent Advisor Alliance’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Independent Advisor Alliance’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	$1.58M	Buy
2025 Q1	–	Sell
2024 Q4	$691K	Buy
2020 Q1	–	Sell
2019 Q4	$229K	Buy