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

Avantax 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 Q2	$2.29M	Buy	47,079 +9,467	+25%	+$456K	0.01%	736
2025 Q1	$1.81M	Buy	+37,612	New	+$1.79M	0.01%	787
2022 Q3	–	Sell	-15,354	Closed	-$739K	–	1338
2022 Q2	$739K	Buy	15,354 +227	+2%	+$11K	0.01%	642
2022 Q1	$755K	Buy	15,127 +1,292	+9%	+$66.4K	0.01%	637
2021 Q4	$734K	Buy	13,835 +2,963	+27%	+$158K	0.01%	618
2021 Q3	$584K	Buy	10,872 +325	+3%	+$17.7K	0.01%	662
2021 Q2	$572K	Buy	+10,547	New	+$572K	0.01%	654

Other funds holding CMBS

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CBT

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

Avantax Advisory Services's CMBS Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares CMBS ETF (CMBS) stake by 25% in Q2 2025, buying an estimated $456K and bringing the position to 47,079 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #736.

Avantax Advisory Services first reported a position in CMBS in Q2 2021 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2025.

Avantax Advisory Services held 47,079 shares of iShares CMBS ETF worth $2.29M as of Q2 2025.
Avantax Advisory Services bought 9,467 iShares CMBS ETF shares in Q2 2025, an estimated $456K.
iShares CMBS ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #736 holding.
Avantax Advisory Services first reported a position in iShares CMBS ETF in Q2 2021 and has held it in 7 quarters since.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.