Key Client Fiduciary Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Key Client Fiduciary Advisors’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	$224K	Hold
2025 Q2	$205K	Buy
2022 Q1	–	Sell
2021 Q4	$206K	Buy