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 Q2	$505K	Buy	10,389 +822	+9%	+$40K	﹤0.01%	2734
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

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

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's CMBS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares CMBS ETF (CMBS) stake by 8.6% in Q2 2026, buying an estimated $40K and bringing the position to 10,389 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Cambridge Investment Research Advisors first reported a position in CMBS in Q1 2016 and has held it in 9 quarters since. The position peaked at $1.62M in Q2 2016. 19 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Cambridge Investment Research Advisors held 10,389 shares of iShares CMBS ETF worth $505K as of Q2 2026.
Cambridge Investment Research Advisors bought 822 iShares CMBS ETF shares in Q2 2026, an estimated $40K.
iShares CMBS ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2734 holding.
Cambridge Investment Research Advisors first reported a position in iShares CMBS ETF in Q1 2016 and has held it in 9 quarters since.
Cambridge Investment Research Advisors's iShares CMBS ETF position peaked at $1.62M in Q2 2016.
19 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.