Citigroup’s iShares CMBS ETF CMBS Stock Holding History

Citigroup’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 Q3	$8.27K	Buy	+175	New	+$8.42K	﹤0.01%	5247
2018 Q3	–	Sell	-13,602	Closed	-$681K	–	7753
2018 Q2	$681K	Buy	13,602 +13,402	+6,701%	+$668K	﹤0.01%	3760
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	7047
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	7026
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	6681
2017 Q2	$10K	Buy	+200	New	+$10.3K	﹤0.01%	6517

Other funds holding CMBS

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Citigroup's CMBS Position: Q3 2026 in Review

Citigroup opened a new position in iShares CMBS ETF (CMBS) in Q3 2026: 175 shares worth $8.27K. The stake represents ﹤0.01% of the portfolio and ranks #5247 among its holdings. This is a return to the name: Citigroup previously reported a position in CMBS as recently as Q2 2018.

Citigroup first reported a position in CMBS in Q2 2017 and has held it in 6 quarters since. The position peaked at $681K in Q2 2018. 46 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

Citigroup held 175 shares of iShares CMBS ETF worth $8.27K as of Q3 2026.
iShares CMBS ETF was a new Citigroup position in Q3 2026.
iShares CMBS ETF made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #5247 holding.
Citigroup first reported a position in iShares CMBS ETF in Q2 2017 and has held it in 6 quarters since.
Citigroup's iShares CMBS ETF position peaked at $681K in Q2 2018.
46 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.