Bank of America
CMBS icon

Bank of America’s iShares CMBS ETF CMBS Stock Holding History

Bank of America’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
2023
Q1 		– Sell
-10,000
Closed -$459K – 7856
2022
Q4 		$459K Hold
10,000
– – ﹤0.01% 5445
2022
Q3 		$458K Hold
10,000
– – ﹤0.01% 5472
2022
Q2 		$481K Buy
+10,000
New +$484K ﹤0.01% 5456

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Bank of America's CMBS Position: Q1 2026 in Review

Bank of America reduced its iShares CMBS ETF (CMBS) stake by 45% in Q1 2026, selling an estimated $6.54M and leaving 161,478 shares worth $7.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Bank of America first reported a position in CMBS in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.9M in Q1 2019. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Bank of America held 161,478 shares of iShares CMBS ETF worth $7.87M as of Q1 2026.
  • Bank of America sold 132,974 iShares CMBS ETF shares in Q1 2026, an estimated $6.54M.
  • iShares CMBS ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3136 holding.
  • Bank of America first reported a position in iShares CMBS ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares CMBS ETF position peaked at $28.9M in Q1 2019.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.