Kovitz Investment Group Partners
CWB icon

Kovitz Investment Group Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$6.8M Buy
74,265
+3,989
+6% +$372K 0.16% 120
2025
Q4 		$6.27M Buy
70,276
+30,027
+75% +$2.73M 0.14% 132
2025
Q3 		$3.64M Buy
+40,249
New +$3.46M 0.01% 521
2025
Q2 		– Sell
-39,925
Closed -$3.06M – 1366
2025
Q1 		$3.06M Sell
39,925
-5,813
-13% -$459K 0.02% 497
2024
Q4 		$3.57M Buy
+45,738
New +$3.61M 0.02% 469
2022
Q1 		– Sell
-4,507
Closed -$373K – 430
2021
Q4 		$373K Buy
+4,507
New +$386K 0.01% 355
2021
Q1 		– Sell
-4,506
Closed -$373K – 422
2020
Q4 		$373K Buy
4,506
+6
+0.1% +$453 0.01% 356
2020
Q3 		$310K Buy
+4,500
New +$299K 0.01% 353

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