Independent Financial Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.6M | Sell |
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|
2025
Q4 | $1.57M | Buy |
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|
2025
Q3 | $1.56M | Buy |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $502K | Sell |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $398K | Buy |
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