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Horst & Graben Wealth Management »

SPDR Barclays Capital Convertible SecETF shares owned by Horst & Graben Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Horst & Graben Wealth Management from 13F filings

Historical chart of Horst & Graben Wealth Management 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 Horst & Graben Wealth Management 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 Horst & Graben Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$836k	11k	77.89
2024-09-30	$639k	8.3k	76.59
2024-06-30	$592k	8.2k	72.06
2024-03-31	$604k	8.3k	73.04

More positions owned by Horst & Graben Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Core Total Usd (IUSB)

Schwab Strategic Tr Us Aggregate B (SCHZ)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Ishares Tr S&p 500 Grwt Etf (IVW)

Ishares Tr Mbs Etf (MBB)

Ishares Tr Eafe Value Etf (EFV)

Ishares Tr Eafe Grwth Etf (EFG)

Ishares Tr Rus Tp200 Gr Etf (IWY)

Blackrock Etf Trust Ii Ishares Flexible (BINC)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Ishares Tr S&p 500 Val Etf (IVE)

Ishares Tr U.s. Tech Etf (IYW)

Ishares Tr Core S&p500 Etf (IVV)

View all positions for Horst & Graben Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation

Assetmark

Bessemer

Delta Capital Management

LPL Financial

Wells Fargo & Company

Ameriprise Financial

Pnc Financial Services

New York Life Investment Management

Deutsche Bank Aktiengesellschaft

Envestnet Asset Management

Goldman Sachs Group

Wright Fund Managment

UBS Group

Bank Of Montreal

View all funds holding SPDR Barclays Capital Convertible SecETF

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