Merit Financial Group’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Merit Financial Group’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 Q2	$218K	Hold
2025 Q1	$202K	Buy
2024 Q4	$205K	Buy
2020 Q4	–	Sell
2020 Q3	$1.13M	Sell
2020 Q2	$2.15M	Buy
2020 Q1	$1.45M	Buy
2019 Q4	$1.65M	Buy