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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
Q3 		$1.17M Buy
11,566
+16
+0.1% +$1.65K 0.12% 104
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

PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Insight Wealth Strategies's CWB Position: Q3 2026 in Review

Insight Wealth Strategies increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.14% in Q3 2026, buying an estimated $1.65K and bringing the position to 11,566 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #104.

Insight Wealth Strategies first reported a position in CWB in Q4 2018 and has held it in 32 quarters since. The position peaked at $31.7M in Q4 2020. 33 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Insight Wealth Strategies held 11,566 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.17M as of Q3 2026.
  • Insight Wealth Strategies bought 16 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $1.65K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.12% of Insight Wealth Strategies's portfolio in Q3 2026, its #104 holding.
  • Insight Wealth Strategies first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $31.7M in Q4 2020.
  • 33 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.