Arax Advisory Partners’s iShares CMBS ETF CMBS Stock Holding History

Arax Advisory Partners’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	$633	Sell	13 -28	-68%	-$1.36K	﹤0.01%	4990
2026 Q1	$976	Buy	41 +28	+215%	+$1.38K	﹤0.01%	3302
2025 Q4	$639	Buy	+13	New	+$639	﹤0.01%	3564
2025 Q3	–	Sell	-13	Closed	-$634	–	3713
2025 Q2	$634	Hold	13	–	–	﹤0.01%	2896
2025 Q1	$624	Buy	+13	New	+$620	﹤0.01%	2489

Other funds holding CMBS

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

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Arax Advisory Partners's CMBS Position: Q2 2026 in Review

Arax Advisory Partners reduced its iShares CMBS ETF (CMBS) stake by 68% in Q2 2026, selling an estimated $1.36K and leaving 13 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #4990.

Arax Advisory Partners first reported a position in CMBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $976 in Q1 2026. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Arax Advisory Partners held 13 shares of iShares CMBS ETF worth $633 as of Q2 2026.
Arax Advisory Partners sold 28 iShares CMBS ETF shares in Q2 2026, an estimated $1.36K.
iShares CMBS ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4990 holding.
Arax Advisory Partners first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 5 quarters since.
Arax Advisory Partners's iShares CMBS ETF position peaked at $976 in Q1 2026.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.