Cetera Investment Advisers
CMBS icon

Cetera Investment Advisers’s iShares CMBS ETF CMBS Stock Holding History

Cetera Investment Advisers’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 		$7.93M Buy
163,077
+9,666
+6% +$470K 0.01% 1293
2026
Q1 		$7.48M Buy
153,411
+20,631
+16% +$1.01M 0.01% 1252
2025
Q4 		$6.52M Buy
132,780
+63,726
+92% +$3.13M 0.01% 1289
2025
Q3 		$3.39M Buy
69,054
+45,498
+193% +$2.22M ﹤0.01% 1719
2025
Q2 		$1.15M Buy
23,556
+6,073
+35% +$292K ﹤0.01% 2254
2025
Q1 		$839K Buy
17,483
+5,001
+40% +$239K ﹤0.01% 2407
2024
Q4 		$589K Sell
12,482
-1,124
-8% -$53.5K ﹤0.01% 2557
2024
Q3 		$666K Sell
13,606
-33,954
-71% -$1.63M ﹤0.01% 2418
2024
Q2 		$2.23M Buy
47,560
+3,241
+7% +$151K 0.01% 1476
2024
Q1 		$2.09M Buy
+44,319
New +$2.07M ﹤0.01% 1514
2022
Q4 		– Sell
-4,489
Closed -$206K – 2124
2022
Q3 		$206K Sell
4,489
-1,563
-26% -$74.5K ﹤0.01% 1485
2022
Q2 		$291K Sell
6,052
-5,891
-49% -$285K ﹤0.01% 1436
2022
Q1 		$595K Sell
11,943
-13,833
-54% -$711K 0.01% 1060
2021
Q4 		$1.37M Buy
25,776
+6,012
+30% +$321K 0.02% 687
2021
Q3 		$1.07M Buy
19,764
+6,174
+45% +$337K 0.02% 747
2021
Q2 		$739K Buy
+13,590
New +$737K 0.01% 901

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

Cetera Investment Advisers's CMBS Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares CMBS ETF (CMBS) stake by 6.3% in Q2 2026, buying an estimated $470K and bringing the position to 163,077 shares worth $7.93M. The position accounts for 0.01% of the portfolio, ranked #1293.

Cetera Investment Advisers first reported a position in CMBS in Q2 2021 and has held it in 16 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Cetera Investment Advisers held 163,077 shares of iShares CMBS ETF worth $7.93M as of Q2 2026.
  • Cetera Investment Advisers bought 9,666 iShares CMBS ETF shares in Q2 2026, an estimated $470K.
  • iShares CMBS ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1293 holding.
  • Cetera Investment Advisers first reported a position in iShares CMBS ETF in Q2 2021 and has held it in 16 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.