Schwallier Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Schwallier Wealth 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
2026 Q1	$526K	Buy	+5,748	New	+$537K	0.38%	30

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Schwallier Wealth Management's CWB Position: Q1 2026 in Review

Schwallier Wealth Management opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2026: 5,748 shares worth $526K. The stake represents 0.38% of the portfolio and ranks #30 among its holdings.

524 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

Schwallier Wealth Management held 5,748 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $526K as of Q1 2026.
State Street SPDR Bloomberg Convertible Securities ETF was a new Schwallier Wealth Management position in Q1 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.38% of Schwallier Wealth Management's portfolio in Q1 2026, its #30 holding.
524 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.