Jones Financial Companies
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Jones Financial Companies’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Jones Financial Companies’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
2025
Q3 		$2.68M Buy
2025
Q2 		$1.98M Buy
2025
Q1 		$1.65M Buy
2024
Q4 		$1.13M Buy
2024
Q3 		$702K Buy
2024
Q2 		$344K Buy
2024
Q1 		$268K Buy
2023
Q4 		$264K Buy
2021
Q4 		– Sell
2021
Q3 		$30K Buy