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SPDR Barclays Capital Convertible SecETF shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in SPDR Barclays Capital Convertible SecETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $400k 5.5k 73.04

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for BKD Wealth Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
Delta Capital Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
New York Life Investment Management
Pnc Financial Services
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners
Oakmont Partners

View all funds holding SPDR Barclays Capital Convertible SecETF