Question 1

How many shares of CWB does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 87,183 shares of CWB (SPDR BLOOMBERG CONVERTIBLE S).

Question 2

What is Steward Partners Investment Advisory, LLC's CWB position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's CWB position is worth $9.4M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling CWB?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their CWB position (-4.9% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy CWB?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in CWB in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	87,183	-4.9%	$9.4M	0.0%	$107.73	0
2026-Q1	Decreased	91,693	-0.7%	$8.4M	0.0%	$90.91	0
2025-Q4	Decreased	92,365	-0.4%	$8.2M	0.0%	$88.39	0
2025-Q3	Increased	92,705	+1.1%	$8.4M	0.0%	$89.17	28
2025-Q2	Increased	91,718	+0.8%	$7.6M	0.1%	$81.10	28
2025-Q1	Decreased	91,023	-7.6%	$7M	0.1%	$74.80	0
2024-Q4	Increased	98,546	+4.5%	$7.7M	0.1%	$75.80	29
2024-Q3	Increased	94,267	+9.1%	$7.2M	0.1%	$73.97	30
2024-Q2	Decreased	86,374	-1.5%	$6.2M	0.1%	$69.30	0
2024-Q1	Decreased	87,687	-3.0%	$6.4M	0.1%	$69.93	0
2023-Q4	Decreased	90,379	-0.6%	$6.5M	0.1%	$68.87	0
2023-Q3	Decreased	90,933	-1.0%	$6.2M	0.1%	$64.17	0
2023-Q2	Decreased	91,823	-0.7%	$6.4M	0.1%	$65.90	0
2023-Q1	Decreased	92,478	-0.6%	$6.2M	0.1%	$62.91	0
2022-Q4	Increased	93,005	+2.3%	$6M	0.1%	$60.15	33
2022-Q3	Decreased	90,909	-1.4%	$5.8M	0.1%	$58.56	0
2022-Q2	Decreased	92,201	-7.5%	$6M	0.1%	$59.48	0
2022-Q1	Decreased	99,695	-10.2%	$7.7M	0.1%	$70.61	0
2021-Q4	Decreased	110,989	-1.6%	$9.2M	0.1%	$75.95	0
2021-Q3	Increased	112,742	+3.7%	$9.6M	0.2%	$77.26	34
2021-Q2	Decreased	108,741	-49.5%	$9.4M	0.2%	$78.43	0
2021-Q1	Increased	215,108	+120.3%	$9B	0.2%	$75.14	62
2020-Q4	Decreased	97,664	-6.3%	$8.1M	0.2%	$74.33	0
2020-Q3	Increased	104,234	+12.1%	$7.2M	0.2%	$60.93	37
2020-Q2	Decreased	92,959	-0.9%	$5.6M	0.2%	$53.29	0
2020-Q1	Increased	93,767	+13.8%	$4.5M	0.2%	$41.92	36
2019-Q4	Increased	82,364	+17.3%	$4.6M	0.1%	$48.46	37
2019-Q3	Increased	70,248	+12.0%	$3.7M	0.1%	$44.99	36
2019-Q2	Increased	62,730	+24.1%	$3.3M	0.1%	$45.11	39
2019-Q1	New	50,538	-	$2.6M	0.1%	$44.35	43

CWB30 quarters

CWB
30 quarters