Ameriprise
CMBS icon

Ameriprise’s iShares CMBS ETF CMBS Stock Holding History

Ameriprise’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
2026
Q2 		$4.34M Sell
89,253
-4,741
-5% -$231K ﹤0.01% 2641
2026
Q1 		$4.58M Sell
93,994
-3,584
-4% -$176K ﹤0.01% 2489
2025
Q4 		$4.78M Buy
97,578
+19,821
+25% +$974K ﹤0.01% 2464
2025
Q3 		$3.82M Buy
77,757
+23,455
+43% +$1.14M ﹤0.01% 2626
2025
Q2 		$2.65M Buy
54,302
+17,257
+47% +$830K ﹤0.01% 2788
2025
Q1 		$1.78M Sell
37,045
-7,263
-16% -$346K ﹤0.01% 2956
2024
Q4 		$2.09M Sell
44,308
-4,045
-8% -$193K ﹤0.01% 2893
2024
Q3 		$2.38M Buy
48,353
+3,692
+8% +$177K ﹤0.01% 2831
2024
Q2 		$2.1M Sell
44,661
-381,058
-90% -$17.7M ﹤0.01% 2842
2024
Q1 		$20.1M Buy
425,719
+4,987
+1% +$233K 0.01% 1298
2023
Q4 		$19.7M Buy
420,732
+368,175
+701% +$16.7M 0.01% 1286
2023
Q3 		$2.37M Sell
52,557
-21,334
-29% -$970K ﹤0.01% 2744
2023
Q2 		$3.39M Sell
73,891
-50,749
-41% -$2.35M ﹤0.01% 2605
2023
Q1 		$5.76M Buy
124,640
+38,484
+45% +$1.79M ﹤0.01% 2219
2022
Q4 		$3.96M Buy
+86,156
New +$3.94M ﹤0.01% 2458
2022
Q1 		– Sell
-19,258
Closed -$1.02M – 3956
2021
Q4 		$1.02M Sell
19,258
-1,097
-5% -$58.7K ﹤0.01% 3247
2021
Q3 		$1.1M Buy
+20,355
New +$1.11M ﹤0.01% 3127
2017
Q1 		– Sell
-7,034
Closed -$359K – 3616
2016
Q4 		$359K Buy
+7,034
New +$363K ﹤0.01% 3419
2016
Q3 		– Sell
-4,451
Closed -$237K – 3787
2016
Q2 		$237K Sell
4,451
-1,403
-24% -$73.5K ﹤0.01% 3479
2016
Q1 		$305K Sell
5,854
-673
-10% -$34.6K ﹤0.01% 3357
2015
Q4 		$331K Buy
6,527
+46
+0.7% +$2.35K ﹤0.01% 3440
2015
Q3 		$336K Buy
6,481
+652
+11% +$33.5K ﹤0.01% 3440
2015
Q2 		$299K Buy
5,829
+629
+12% +$32.6K ﹤0.01% 3662
2015
Q1 		$271K Buy
5,200
+270
+5% +$14K ﹤0.01% 3464
2014
Q4 		$252K Buy
4,930
+1,865
+61% +$96.2K ﹤0.01% 3411
2014
Q3 		$157K Buy
3,065
+491
+19% +$25.3K ﹤0.01% 3497
2014
Q2 		$133K Buy
2,574
+2,374
+1,187% +$122K ﹤0.01% 3473
2014
Q1 		$10K Hold
200
– – ﹤0.01% 4520
2013
Q4 		$10K Hold
200
– – ﹤0.01% 4370
2013
Q3 		$10K Hold
200
– – ﹤0.01% 4895
2013
Q2 		$10K Buy
+200
New +$10.4K ﹤0.01% 4766

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ameriprise's CMBS Position: Q2 2026 in Review

Ameriprise reduced its iShares CMBS ETF (CMBS) stake by 5% in Q2 2026, selling an estimated $231K and leaving 89,253 shares worth $4.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Ameriprise first reported a position in CMBS in Q2 2013 and has held it in 31 quarters since. The position peaked at $20.1M in Q1 2024. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Ameriprise held 89,253 shares of iShares CMBS ETF worth $4.34M as of Q2 2026.
  • Ameriprise sold 4,741 iShares CMBS ETF shares in Q2 2026, an estimated $231K.
  • iShares CMBS ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2641 holding.
  • Ameriprise first reported a position in iShares CMBS ETF in Q2 2013 and has held it in 31 quarters since.
  • Ameriprise's iShares CMBS ETF position peaked at $20.1M in Q1 2024.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.