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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,871	Closed	-$691K	–	899
2024 Q4	$691K	Buy	+8,871	New	+$691K	0.01%	840
2020 Q1	–	Sell	-4,135	Closed	-$229K	–	473
2019 Q4	$229K	Buy	+4,135	New	+$229K	0.01%	773