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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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
SC
Syon Capital
San Francisco, California
$1.99B AUM
22.67%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
AI
Arvest Investments
Rogers, Arkansas
$733M AUM
15.09%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CBT
Central Bank & Trust
Lexington, Kentucky
$636M AUM
25.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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