Kovitz Investment Group Partners
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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
2025
Q3 		$3.64M Buy
2025
Q2 		– Sell
2025
Q1 		$3.06M Sell
2024
Q4 		$3.57M Buy
2022
Q1 		– Sell
2021
Q4 		$373K Buy
2021
Q1 		– Sell
2020
Q4 		$373K Buy
2020
Q3 		$310K Buy