Cambridge Investment Research Advisors’s iShares CMBS ETF CMBS Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q1	$466K	Buy	9,567 +194	+2%	+$9.54K	﹤0.01%	2865
2025 Q4	$460K	Buy	+9,373	New	+$460K	﹤0.01%	2807
2025 Q3	–	Sell	-9,852	Closed	-$480K	–	3733
2025 Q2	$480K	Buy	+9,852	New	+$474K	﹤0.01%	2580
2022 Q1	–	Sell	-4,073	Closed	-$216K	–	3185
2021 Q4	$216K	Buy	+4,073	New	+$218K	﹤0.01%	2820
2020 Q2	–	Sell	-3,894	Closed	-$209K	–	2463
2020 Q1	$209K	Sell	3,894 -16,311	-81%	-$874K	﹤0.01%	1899
2019 Q4	$1.07M	Buy	+20,205	New	+$1.07M	0.01%	1110
2016 Q3	–	Sell	-30,512	Closed	-$1.62M	–	1751
2016 Q2	$1.62M	Buy	30,512 +24,115	+377%	+$1.26M	0.03%	427
2016 Q1	$333K	Buy	+6,397	New	+$329K	0.01%	1115

Other funds holding CMBS

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AWM

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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 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

Cambridge Investment Research Advisors's CMBS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares CMBS ETF (CMBS) stake by 2.1% in Q1 2026, buying an estimated $9.54K and bringing the position to 9,567 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Cambridge Investment Research Advisors first reported a position in CMBS in Q1 2016 and has held it in 8 quarters since. The position peaked at $1.62M in Q2 2016. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

Cambridge Investment Research Advisors held 9,567 shares of iShares CMBS ETF worth $466K as of Q1 2026.
Cambridge Investment Research Advisors bought 194 iShares CMBS ETF shares in Q1 2026, an estimated $9.54K.
iShares CMBS ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2865 holding.
Cambridge Investment Research Advisors first reported a position in iShares CMBS ETF in Q1 2016 and has held it in 8 quarters since.
Cambridge Investment Research Advisors's iShares CMBS ETF position peaked at $1.62M in Q2 2016.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.