CF
CMBS icon

Centaurus Financial’s iShares CMBS ETF CMBS Stock Holding History

Centaurus Financial’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
Q4 		– Sell
-2,094
Closed -$103K – 1053
2025
Q3 		$103K Hold
2,094
– – ﹤0.01% 1015
2025
Q2 		$102K Hold
2,094
– – 0.01% 946
2025
Q1 		$101K Buy
+2,094
New +$99.9K 0.01% 876
2021
Q4 		– Sell
-1,925
Closed -$104K – 930
2021
Q3 		$104K Buy
+1,925
New +$105K 0.01% 855

Other funds holding CMBS

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HW
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Centaurus Financial's CMBS Position: Q4 2025 in Review

Centaurus Financial sold out of iShares CMBS ETF (CMBS) in Q4 2025, closing a stake of 2,094 shares — an estimated $103K sold.

Centaurus Financial first reported a position in CMBS in Q3 2021 and held it in 4 quarters. The position peaked at $104K in Q3 2021. 94 funds tracked by Wall St. Rank hold CMBS as of Q4 2025.

  • Centaurus Financial reported no remaining iShares CMBS ETF position as of Q4 2025 after selling out during the quarter.
  • Centaurus Financial sold 2,094 iShares CMBS ETF shares in Q4 2025, an estimated $103K.
  • Centaurus Financial first reported a position in iShares CMBS ETF in Q3 2021 and held it in 4 quarters.
  • Centaurus Financial's iShares CMBS ETF position peaked at $104K in Q3 2021.
  • 94 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2025.

Based on Centaurus Financial's 13F filing for Q4 2025, filed 13 Feb 2026.