Avantax Advisory Services’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
47,079
+9,467
| +25% | +$461K | 0.01% | 736 |
|
|
2025
Q1 | $1.81M | Buy |
+37,612
| New | +$1.81M | 0.01% | 787 |
|
|
2022
Q3 | – | Sell |
-15,354
| Closed | -$739K | – | 1338 |
|
|
2022
Q2 | $739K | Buy |
15,354
+227
| +2% | +$10.9K | 0.01% | 642 |
|
|
2022
Q1 | $755K | Buy |
15,127
+1,292
| +9% | +$64.5K | 0.01% | 637 |
|
|
2021
Q4 | $734K | Buy |
13,835
+2,963
| +27% | +$157K | 0.01% | 618 |
|
|
2021
Q3 | $584K | Buy |
10,872
+325
| +3% | +$17.5K | 0.01% | 662 |
|
|
2021
Q2 | $572K | Buy |
+10,547
| New | +$572K | 0.01% | 654 |
|