CAL
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Capital Analysts LLC’s iShares CMBS ETF CMBS Stock Holding History

Capital Analysts LLC’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 		$33K Hold
677
– – ﹤0.01% 1070
2026
Q1 		$33K Hold
677
– – ﹤0.01% 1018
2025
Q4 		$33K Hold
677
– – ﹤0.01% 1005
2025
Q3 		$33K Hold
677
– – ﹤0.01% 960
2025
Q2 		$33K Hold
677
– – ﹤0.01% 899
2025
Q1 		$32K Hold
677
– – ﹤0.01% 880
2024
Q4 		$32K Hold
677
– – ﹤0.01% 837
2024
Q3 		$33K Hold
677
– – ﹤0.01% 807
2024
Q2 		$32K Hold
677
– – ﹤0.01% 786
2024
Q1 		$32K Hold
677
– – ﹤0.01% 745
2023
Q4 		$32K Buy
+677
New +$30.6K ﹤0.01% 739

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital Analysts LLC's CMBS Position: Q2 2026 in Review

Capital Analysts LLC held its iShares CMBS ETF (CMBS) position steady in Q2 2026 at 677 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Capital Analysts LLC first reported a position in CMBS in Q4 2023 and has held it in 11 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Capital Analysts LLC held 677 shares of iShares CMBS ETF worth $33K as of Q2 2026.
  • Capital Analysts LLC left its iShares CMBS ETF share count unchanged in Q2 2026.
  • iShares CMBS ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1070 holding.
  • Capital Analysts LLC first reported a position in iShares CMBS ETF in Q4 2023 and has held it in 11 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.