Belpointe Asset Management’s iShares CMBS ETF CMBS Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-227	Closed	-$10.5K	–	1078
2023 Q1	$10.5K	Buy	227 +13	+6%	+$605	﹤0.01%	2690
2022 Q4	$9.82K	Buy	+214	New	+$9.78K	﹤0.01%	2625

Other funds holding CMBS

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Belpointe Asset Management's CMBS Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares CMBS ETF (CMBS) in Q2 2023, closing a stake of 227 shares — an estimated $10.5K sold.

Belpointe Asset Management first reported a position in CMBS in Q4 2022 and held it in 2 quarters. The position peaked at $10.5K in Q1 2023. 83 funds tracked by Wall St. Rank hold CMBS as of Q2 2023.

Belpointe Asset Management reported no remaining iShares CMBS ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 227 iShares CMBS ETF shares in Q2 2023, an estimated $10.5K.
Belpointe Asset Management first reported a position in iShares CMBS ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's iShares CMBS ETF position peaked at $10.5K in Q1 2023.
83 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.