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Boyd Watterson Asset Management’s iShares CMBS ETF CMBS Stock Holding History

Boyd Watterson 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
2025
Q2 		– Sell
-580
Closed -$27.8K – 427
2025
Q1 		$27.8K Buy
+580
New +$27.7K 0.01% 231
2023
Q3 		– Sell
-583
Closed -$26.7K – 423
2023
Q2 		$26.7K Buy
+583
New +$27K 0.01% 233

Other funds holding CMBS

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AI
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Wells Fargo
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

Boyd Watterson Asset Management's CMBS Position: Q2 2025 in Review

Boyd Watterson Asset Management sold out of iShares CMBS ETF (CMBS) in Q2 2025, closing a stake of 580 shares — an estimated $27.8K sold.

Boyd Watterson Asset Management first reported a position in CMBS in Q2 2023 and held it in 2 quarters. The position peaked at $27.8K in Q1 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2025.

  • Boyd Watterson Asset Management reported no remaining iShares CMBS ETF position as of Q2 2025 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 580 iShares CMBS ETF shares in Q2 2025, an estimated $27.8K.
  • Boyd Watterson Asset Management first reported a position in iShares CMBS ETF in Q2 2023 and held it in 2 quarters.
  • Boyd Watterson Asset Management's iShares CMBS ETF position peaked at $27.8K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2025.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.