Personal CFO Solutions’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Personal CFO Solutions’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
2026 Q2	$390K	Sell	3,620 -28	-0.8%	-$2.9K	0.06%	321
2026 Q1	$334K	Sell	3,648 -39	-1%	-$3.64K	0.05%	340
2025 Q4	$329K	Sell	3,687 -583	-14%	-$53K	0.05%	338
2025 Q3	$386K	Buy	+4,270	New	+$367K	0.07%	274
2025 Q1	–	Sell	-4,225	Closed	-$329K	–	456
2024 Q4	$329K	Sell	4,225 -109	-3%	-$8.6K	0.06%	291
2024 Q3	$332K	Buy	+4,334	New	+$318K	0.05%	381
2023 Q4	–	Sell	-10,408	Closed	-$706K	–	523
2023 Q3	$706K	Sell	10,408 -1,728	-14%	-$120K	0.14%	141
2023 Q2	$849K	Buy	+12,136	New	+$816K	0.17%	120
2023 Q1	–	Sell	-13,009	Closed	-$837K	–	479
2022 Q4	$837K	Buy	13,009 +839	+7%	+$54.6K	0.18%	108
2022 Q3	$770K	Buy	+12,170	New	+$819K	0.19%	100
2021 Q4	–	Sell	-6,490	Closed	-$554K	–	480
2021 Q3	$554K	Buy	6,490 +1,260	+24%	+$109K	0.11%	174
2021 Q2	$454K	Buy	5,230 +2,588	+98%	+$219K	0.09%	204
2021 Q1	$220K	Buy	+2,642	New	+$229K	0.05%	360

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal CFO Solutions's CWB Position: Q2 2026 in Review

Personal CFO Solutions reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.77% in Q2 2026, selling an estimated $2.9K and leaving 3,620 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #321.

Personal CFO Solutions first reported a position in CWB in Q1 2021 and has held it in 13 quarters since. The position peaked at $849K in Q2 2023. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Personal CFO Solutions held 3,620 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $390K as of Q2 2026.
Personal CFO Solutions sold 28 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $2.9K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #321 holding.
Personal CFO Solutions first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2021 and has held it in 13 quarters since.
Personal CFO Solutions's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $849K in Q2 2023.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.