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

Intentional 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 		– Sell
-2,187
Closed -$200K – 272
2026
Q1 		$200K Buy
+2,187
New +$204K 0.19% 61

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Intentional Wealth Strategies sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026, closing a stake of 2,187 shares — an estimated $200K sold.

Intentional Wealth Strategies first reported a position in CWB in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 2,187 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $200K.
  • Intentional Wealth Strategies first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $200K in Q1 2026.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.