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Advisor Partners’s iShares CMBS ETF CMBS Stock Holding History

Advisor Partners’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$714K Buy
14,839
+1,247
+9% +$60.4K 0.05% 382
2022
Q1 		$678K Buy
+13,592
New +$699K 0.04% 422

Other funds holding CMBS

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Advisor Partners's CMBS Position: Q2 2022 in Review

Advisor Partners increased its iShares CMBS ETF (CMBS) stake by 9.2% in Q2 2022, buying an estimated $60.4K and bringing the position to 14,839 shares worth $714K. The position accounts for 0.05% of the portfolio, ranked #382.

Advisor Partners first reported a position in CMBS in Q1 2022 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2022.

  • Advisor Partners held 14,839 shares of iShares CMBS ETF worth $714K as of Q2 2022.
  • Advisor Partners bought 1,247 iShares CMBS ETF shares in Q2 2022, an estimated $60.4K.
  • iShares CMBS ETF made up 0.05% of Advisor Partners's portfolio in Q2 2022, its #382 holding.
  • Advisor Partners first reported a position in iShares CMBS ETF in Q1 2022 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.