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
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 $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
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
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
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