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Independent Wealth Network’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Independent Wealth Network’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
Q3 		$439K Buy
4,344
+845
+24% +$87.1K 0.11% 201
2026
Q2 		$377K Sell
3,499
-223
-6% -$23.1K 0.1% 215
2026
Q1 		$341K Buy
+3,722
New +$347K 0.1% 206

Other funds holding CWB

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Independent Wealth Network's CWB Position: Q3 2026 in Review

Independent Wealth Network increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 24% in Q3 2026, buying an estimated $87.1K and bringing the position to 4,344 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #201.

Independent Wealth Network first reported a position in CWB in Q1 2026 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Independent Wealth Network held 4,344 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $439K as of Q3 2026.
  • Independent Wealth Network bought 845 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $87.1K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.11% of Independent Wealth Network's portfolio in Q3 2026, its #201 holding.
  • Independent Wealth Network first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.