Lee-Kelleher Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$785K	Hold	9,500	–	–	0.52%	25
2025 Q1	$728K	Hold	9,500	–	–	0.54%	25
2024 Q4	$740K	Buy	+9,500	New	+$740K	0.53%	25