American Portfolios Advisors’s iShares CMBS ETF CMBS Stock Holding History

American Portfolios Advisors’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 Q3	–	Sell	-417	Closed	-$22.7K	–	3486
2021 Q2	$22.7K	Sell	417 -100	-19%	-$5.42K	﹤0.01%	2167
2021 Q1	$27.8K	Hold	517	–	–	﹤0.01%	1885
2020 Q4	$28.6K	Buy	517 +100	+24%	+$5.51K	﹤0.01%	1657
2020 Q3	$23.2K	Hold	417	–	–	﹤0.01%	1639
2020 Q2	$22.9K	Hold	417	–	–	﹤0.01%	1583
2020 Q1	$22.4K	Buy	+417	New	+$22.3K	﹤0.01%	1488
2018 Q4	–	Sell	-101	Closed	-$5.03K	–	2427
2018 Q3	$5.03K	Buy	+101	New	+$5.04K	﹤0.01%	2001

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's CMBS Position: Q3 2021 in Review

American Portfolios Advisors sold out of iShares CMBS ETF (CMBS) in Q3 2021, closing a stake of 417 shares — an estimated $22.7K sold.

American Portfolios Advisors first reported a position in CMBS in Q3 2018 and held it in 7 quarters. The position peaked at $28.6K in Q4 2020. 107 funds tracked by Wall St. Rank hold CMBS as of Q3 2021.

American Portfolios Advisors reported no remaining iShares CMBS ETF position as of Q3 2021 after selling out during the quarter.
American Portfolios Advisors sold 417 iShares CMBS ETF shares in Q3 2021, an estimated $22.7K.
American Portfolios Advisors first reported a position in iShares CMBS ETF in Q3 2018 and held it in 7 quarters.
American Portfolios Advisors's iShares CMBS ETF position peaked at $28.6K in Q4 2020.
107 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.