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Insight Wealth Strategies’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Insight Wealth Strategies’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
Q2 		$1.22M Buy
11,550
+30
+0.3% +$3.11K 0.12% 101
2026
Q1 		$1.05M Buy
11,520
+19
+0.2% +$1.77K 0.12% 109
2025
Q4 		$1.03M Buy
11,501
+43
+0.4% +$3.91K 0.12% 105
2025
Q3 		$1.04M Buy
11,458
+33
+0.3% +$2.84K 0.12% 104
2025
Q2 		$940K Sell
11,425
-103
-0.9% -$8.09K 0.12% 101
2025
Q1 		$883K Buy
11,528
+25
+0.2% +$1.98K 0.12% 105
2024
Q4 		$896K Buy
11,503
+59
+0.5% +$4.65K 0.12% 106
2024
Q3 		$876K Buy
11,444
+126
+1% +$9.26K 0.12% 114
2024
Q2 		$816K Sell
11,318
-137
-1% -$9.8K 0.12% 119
2024
Q1 		$837K Sell
11,455
-149
-1% -$10.7K 0.12% 121
2023
Q4 		$837K Sell
11,604
-293
-2% -$19.9K 0.14% 117
2023
Q3 		$807K Sell
11,897
-1,157
-9% -$80.7K 0.16% 103
2023
Q2 		$913K Sell
13,054
-381,158
-97% -$25.6M 0.17% 95
2023
Q1 		$26.4M Buy
394,212
+44,929
+13% +$3.01M 5.18% 2
2022
Q4 		$22.5M Sell
349,283
-45,581
-12% -$2.97M 4.34% 10
2022
Q3 		$25.5M Hold
394,864
– – 4.74% 4
2022
Q2 		$25.5M Buy
394,864
+51,573
+15% +$3.58M 4.74% 4
2022
Q1 		$26.4M Buy
343,291
+12,856
+4% +$984K 3.9% 10
2021
Q4 		$27.4M Buy
330,435
+1,807
+0.5% +$155K 3.91% 10
2021
Q3 		$28M Buy
328,628
+1,739
+0.5% +$150K 3.95% 8
2021
Q2 		$28.4M Sell
326,889
-20,473
-6% -$1.73M 4.03% 4
2021
Q1 		$29M Sell
347,362
-35,113
-9% -$3.04M 3.88% 4
2020
Q4 		$31.7M Sell
382,475
-29,169
-7% -$2.2M 5.37% 1
2020
Q3 		$28.4M Buy
411,644
+158,494
+63% +$10.5M 5.26% 1
2020
Q2 		$15.3M Buy
253,150
+26,038
+11% +$1.43M 3.41% 10
2020
Q1 		$10.9M Sell
227,112
-122,857
-35% -$6.68M 2.89% 10
2019
Q4 		$19.4M Buy
349,969
+61,600
+21% +$3.32M 4.11% 6
2019
Q3 		$15.1M Buy
288,369
+20,595
+8% +$1.09M 3.55% 9
2019
Q2 		$14.2M Buy
267,774
+229,565
+601% +$12M 3.46% 10
2019
Q1 		$2M Buy
38,209
+12,194
+47% +$618K 0.56% 33
2018
Q4 		$1.22M Buy
+26,015
New +$1.31M 0.37% 42

Other funds holding CWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Insight Wealth Strategies's CWB Position: Q2 2026 in Review

Insight Wealth Strategies increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.26% in Q2 2026, buying an estimated $3.11K and bringing the position to 11,550 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #101.

Insight Wealth Strategies first reported a position in CWB in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.7M in Q4 2020. 359 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Insight Wealth Strategies held 11,550 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.22M as of Q2 2026.
  • Insight Wealth Strategies bought 30 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $3.11K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.12% of Insight Wealth Strategies's portfolio in Q2 2026, its #101 holding.
  • Insight Wealth Strategies first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $31.7M in Q4 2020.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.