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Advisor Resource Council’s iShares CMBS ETF CMBS Stock Holding History

Advisor Resource Council’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
Q1 		– Sell
-3,991
Closed -$211K – 272
2021
Q4 		$211K Buy
+3,991
New +$213K 0.02% 544

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Advisor Resource Council's CMBS Position: Q1 2022 in Review

Advisor Resource Council sold out of iShares CMBS ETF (CMBS) in Q1 2022, closing a stake of 3,991 shares — an estimated $211K sold.

Advisor Resource Council first reported a position in CMBS in Q4 2021 and held it in 1 quarter. The position peaked at $211K in Q4 2021. 98 funds tracked by Wall St. Rank hold CMBS as of Q1 2022.

  • Advisor Resource Council reported no remaining iShares CMBS ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor Resource Council sold 3,991 iShares CMBS ETF shares in Q1 2022, an estimated $211K.
  • Advisor Resource Council first reported a position in iShares CMBS ETF in Q4 2021 and held it in 1 quarter.
  • Advisor Resource Council's iShares CMBS ETF position peaked at $211K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.