Sagespring 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	$454K	Buy	5,493 +35	+0.6%	+$2.89K	0.01%	464
2025 Q1	$418K	Sell	5,458 -1,684	-24%	-$129K	0.01%	429
2024 Q4	$556K	Buy	+7,142	New	+$556K	0.01%	322