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Arvest Investments’s iShares CMBS ETF CMBS Stock Holding History

Arvest Investments’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 		$24.1M Buy
494,745
+29,623
+6% +$1.44M 2.91% 6
2026
Q1 		$22.7M Buy
465,122
+26,928
+6% +$1.32M 3.09% 6
2025
Q4 		$21.5M Sell
438,194
-385
-0.1% -$18.9K 3.02% 6
2025
Q3 		$21.5M Sell
438,579
-3,582
-0.8% -$175K 3.09% 6
2025
Q2 		$21.5M Sell
442,161
-2,834
-0.6% -$136K 3.24% 6
2025
Q1 		$21.4M Buy
444,995
+7,957
+2% +$379K 3.37% 6
2024
Q4 		$20.6M Sell
437,038
-4,883
-1% -$233K 3.3% 7
2024
Q3 		$21.6M Buy
441,921
+3,919
+0.9% +$188K 3.27% 7
2024
Q2 		$20.6M Sell
438,002
-26,811
-6% -$1.25M 3.3% 7
2024
Q1 		$21.9M Buy
464,813
+9,664
+2% +$452K 3.47% 5
2023
Q4 		$21.3M Buy
+455,149
New +$20.6M 3.46% 7

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
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
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Arvest Investments's CMBS Position: Q2 2026 in Review

Arvest Investments increased its iShares CMBS ETF (CMBS) stake by 6.4% in Q2 2026, buying an estimated $1.44M and bringing the position to 494,745 shares worth $24.1M. The position accounts for 2.91% of the portfolio, ranked #6.

Arvest Investments first reported a position in CMBS in Q4 2023 and has held it in 11 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Arvest Investments held 494,745 shares of iShares CMBS ETF worth $24.1M as of Q2 2026.
  • Arvest Investments bought 29,623 iShares CMBS ETF shares in Q2 2026, an estimated $1.44M.
  • iShares CMBS ETF made up 2.91% of Arvest Investments's portfolio in Q2 2026, its #6 holding.
  • Arvest Investments first reported a position in iShares CMBS ETF in Q4 2023 and has held it in 11 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.