Liberty Square Wealth Partners’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	$237K	Sell	2,873 -632	-18%	-$52.2K	0.08%	130
2025 Q1	$269K	Sell	3,505 -121	-3%	-$9.27K	0.1%	118
2024 Q4	$295K	Buy	+3,626	New	+$295K	0.11%	115