AE Wealth Management’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
Q2 | $19.4M | Buy |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $15M | Sell |
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|
2024
Q2 | $15.5M | Buy |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $11.5M | Buy |
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|
2023
Q3 | $9.56M | Buy |
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|
2023
Q2 | $6.95M | Sell |
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|
2023
Q1 | $7.89M | Buy |
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|
2022
Q4 | $6.68M | Buy |
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|
2022
Q3 | $5.67M | Sell |
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|
2022
Q2 | $6.28M | Sell |
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|
2022
Q1 | $6.96M | Sell |
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|
2021
Q4 | $7.87M | Buy |
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|
2021
Q3 | $7.99M | Buy |
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|
2021
Q2 | $7.57M | Buy |
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|
2021
Q1 | $6.24M | Buy |
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|
2020
Q4 | $5.09M | Buy |
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|
2020
Q3 | $4.53M | Buy |
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|
2020
Q2 | $4.45M | Buy |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $2.91M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $318K | Buy |
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