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Topsail Wealth Management’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Topsail Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$274K Hold
3,320
– – 0.05% 117
2025
Q1 		$254K Hold
3,320
– – 0.05% 114
2024
Q4 		$259K Buy
+3,320
New +$259K 0.06% 99