Advisory Alpha’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $968K | Sell |
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|
2025
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $1.98M | Sell |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.66M | Sell |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.57M | Sell |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.68M | Sell |
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|
2018
Q2 | $4.02M | Buy |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $727K | Sell |
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|
2017
Q2 | $1.28M | Buy |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $277K | Buy |
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