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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$205K Buy
+2,480
New +$205K 0.08% 189
2022
Q1 		– Sell
-2,480
Closed -$206K – 119
2021
Q4 		$206K Buy
+2,480
New +$206K 0.17% 115