Cetera Advisor Networks’s iShares CMBS ETF CMBS Stock Holding History

Cetera Advisor Networks’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
2022 Q1	–	Sell	-38,957	Closed	-$2.07M	–	2085
2021 Q4	$2.07M	Buy	38,957 +4,740	+14%	+$253K	0.03%	590
2021 Q3	$1.85M	Buy	34,217 +9,607	+39%	+$524K	0.03%	581
2021 Q2	$1.34M	Buy	+24,610	New	+$1.33M	0.02%	692
2020 Q3	–	Sell	-100	Closed	-$6K	–	1527
2020 Q2	$6K	Buy	+100	New	+$5.39K	﹤0.01%	2908

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Cetera Advisor Networks's CMBS Position: Q1 2022 in Review

Cetera Advisor Networks sold out of iShares CMBS ETF (CMBS) in Q1 2022, closing a stake of 38,957 shares — an estimated $2.07M sold.

Cetera Advisor Networks first reported a position in CMBS in Q2 2020 and held it in 4 quarters. The position peaked at $2.07M in Q4 2021. 98 funds tracked by Wall St. Rank hold CMBS as of Q1 2022.

Cetera Advisor Networks reported no remaining iShares CMBS ETF position as of Q1 2022 after selling out during the quarter.
Cetera Advisor Networks sold 38,957 iShares CMBS ETF shares in Q1 2022, an estimated $2.07M.
Cetera Advisor Networks first reported a position in iShares CMBS ETF in Q2 2020 and held it in 4 quarters.
Cetera Advisor Networks's iShares CMBS ETF position peaked at $2.07M in Q4 2021.
98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2022.

Based on Cetera Advisor Networks's 13F filing for Q1 2022, filed 12 May 2022.