Nabity-Jensen Investment Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Nabity-Jensen Investment Management’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	$1.03M	Hold
2025 Q1	$957K	Hold
2024 Q4	$973K	Buy
2024 Q3	$858K	Hold
2024 Q2	$808K	Hold
2024 Q1	$819K	Hold
2023 Q4	$809K	Buy