Arkadios Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

Arkadios Wealth 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 Q4	–	Sell	-580	Closed	-$31K	–	780
2021 Q3	$31K	Buy	580 +5	+0.9%	+$273	﹤0.01%	1055
2021 Q2	$31K	Sell	575 -37	-6%	-$2.01K	﹤0.01%	1109
2021 Q1	$32K	Buy	+612	New	+$33.5K	0.01%	817

Other funds holding CMBS

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

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

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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 $2.6B AUM 18.62% 1-Year Est. Return

Arkadios Wealth Advisors's CMBS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares CMBS ETF (CMBS) in Q4 2021, closing a stake of 580 shares — an estimated $31K sold.

Arkadios Wealth Advisors first reported a position in CMBS in Q1 2021 and held it in 3 quarters. The position peaked at $32K in Q1 2021. 109 funds tracked by Wall St. Rank hold CMBS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares CMBS ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 580 iShares CMBS ETF shares in Q4 2021, an estimated $31K.
Arkadios Wealth Advisors first reported a position in iShares CMBS ETF in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's iShares CMBS ETF position peaked at $32K in Q1 2021.
109 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.