AI
CMBS icon

AdvisorShares Investments’s iShares CMBS ETF CMBS Stock Holding History

AdvisorShares Investments’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
2021
Q1 		– Sell
-1,392
Closed -$77K – 149
2020
Q4 		$77K Sell
1,392
-2,972
-68% -$164K 0.02% 142
2020
Q3 		$242 Buy
+4,364
New +$241K 0.01% 113

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AdvisorShares Investments's CMBS Position: Q1 2021 in Review

AdvisorShares Investments sold out of iShares CMBS ETF (CMBS) in Q1 2021, closing a stake of 1,392 shares — an estimated $77K sold.

AdvisorShares Investments first reported a position in CMBS in Q3 2020 and held it in 2 quarters. The position peaked at $77K in Q4 2020. 90 funds tracked by Wall St. Rank hold CMBS as of Q1 2021.

  • AdvisorShares Investments reported no remaining iShares CMBS ETF position as of Q1 2021 after selling out during the quarter.
  • AdvisorShares Investments sold 1,392 iShares CMBS ETF shares in Q1 2021, an estimated $77K.
  • AdvisorShares Investments first reported a position in iShares CMBS ETF in Q3 2020 and held it in 2 quarters.
  • AdvisorShares Investments's iShares CMBS ETF position peaked at $77K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2021.

Based on AdvisorShares Investments's 13F filing for Q1 2021, filed 11 May 2021.