Capital Analysts LLC’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | 744 |
|
|
2023
Q4 | $32K | Buy |
+677
| New | +$32K | ﹤0.01% | 739 |
|