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

Instrumental Wealth’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$285K	Buy
2023 Q3	–	Sell
2023 Q2	$232K	Buy
2023 Q1	$214K	Buy