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Ameritas Advisory Services’s iShares CMBS ETF CMBS Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-365
Closed -$17.9K – 1141
2025
Q3 		$17.9K Sell
365
-48
-12% -$2.34K ﹤0.01% 1477
2025
Q2 		$20.1K Buy
+413
New +$19.9K ﹤0.01% 1731
2023
Q2 		– Sell
-219
Closed -$10.2K – 899
2023
Q1 		$10.2K Buy
+219
New +$10.2K ﹤0.01% 1885

Other funds holding CMBS

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Ameritas Advisory Services's CMBS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares CMBS ETF (CMBS) in Q4 2025, closing a stake of 365 shares — an estimated $17.9K sold.

Ameritas Advisory Services first reported a position in CMBS in Q1 2023 and held it in 3 quarters. The position peaked at $20.1K in Q2 2025. 94 funds tracked by Wall St. Rank hold CMBS as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares CMBS ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 365 iShares CMBS ETF shares in Q4 2025, an estimated $17.9K.
  • Ameritas Advisory Services first reported a position in iShares CMBS ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares CMBS ETF position peaked at $20.1K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.