NJIM
Nabity-Jensen Investment Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
12,488
| – | – | 0.76% | 28 |
|
|
2025
Q1 | $957K | Hold |
12,488
| – | – | 0.76% | 29 |
|
|
2024
Q4 | $973K | Buy |
12,488
+1,279
| +11% | +$99.6K | 0.73% | 29 |
|
|
2024
Q3 | $858K | Hold |
11,209
| – | – | 0.66% | 30 |
|
|
2024
Q2 | $808K | Hold |
11,209
| – | – | 0.66% | 32 |
|
|
2024
Q1 | $819K | Hold |
11,209
| – | – | 0.67% | 30 |
|
|
2023
Q4 | $809K | Buy |
+11,209
| New | +$809K | 0.73% | 30 |
|