Commonwealth Equity Services
CMBS icon

Commonwealth Equity Services’s iShares CMBS ETF CMBS Stock Holding History

Commonwealth Equity Services’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 		$1.64M Sell
33,650
-66
-0.2% -$3.25K ﹤0.01% 2184
2025
Q4 		$1.65M Buy
33,716
+390
+1% +$19.2K ﹤0.01% 2137
2025
Q3 		$1.64M Buy
33,326
+1,222
+4% +$59.6K ﹤0.01% 2165
2025
Q2 		$1.56M Sell
32,104
-1,363
-4% -$65.6K ﹤0.01% 2192
2025
Q1 		$1.61M Buy
33,467
+2,561
+8% +$122K ﹤0.01% 2086
2024
Q4 		$1.46M Buy
30,906
+871
+3% +$41.5K ﹤0.01% 2107
2024
Q3 		$1.47M Buy
30,035
+4
+0% +$192 ﹤0.01% 2041
2024
Q2 		$1.41M Buy
30,031
+394
+1% +$18.3K ﹤0.01% 2028
2024
Q1 		$1.4M Buy
29,637
+215
+0.7% +$10K ﹤0.01% 2014
2023
Q4 		$1.38M Sell
29,422
-12,901
-30% -$584K ﹤0.01% 1944
2023
Q3 		$1.91M Buy
42,323
+1,052
+3% +$47.8K ﹤0.01% 1636
2023
Q2 		$1.89M Buy
41,271
+1,098
+3% +$50.9K ﹤0.01% 1654
2023
Q1 		$1.85K Buy
40,173
+1,045
+3% +$48.7K ﹤0.01% 1605
2022
Q4 		$1.8M Buy
39,128
+1,937
+5% +$88.5K ﹤0.01% 1572
2022
Q3 		$1.71M Buy
37,191
+15,068
+68% +$719K ﹤0.01% 1528
2022
Q2 		$1.06M Buy
22,123
+2,408
+12% +$117K ﹤0.01% 1840
2022
Q1 		$982K Sell
19,715
-1,890
-9% -$97.1K ﹤0.01% 2015
2021
Q4 		$1.15M Buy
21,605
+571
+3% +$30.5K ﹤0.01% 1891
2021
Q3 		$1.14M Buy
21,034
+675
+3% +$36.8K ﹤0.01% 1828
2021
Q2 		$1.11M Sell
20,359
-5,862
-22% -$318K ﹤0.01% 1840
2021
Q1 		$1.41M Buy
26,221
+2,446
+10% +$134K ﹤0.01% 1557
2020
Q4 		$1.31M Buy
23,775
+291
+1% +$16K ﹤0.01% 1480
2020
Q3 		$1.3M Sell
23,484
-1,591
-6% -$87.8K ﹤0.01% 1336
2020
Q2 		$1.38M Buy
25,075
+8,214
+49% +$443K 0.01% 1230
2020
Q1 		$905K Buy
16,861
+63
+0.4% +$3.37K ﹤0.01% 1319
2019
Q4 		$886K Buy
16,798
+10,220
+155% +$543K ﹤0.01% 1503
2019
Q3 		$351K Buy
6,578
+225
+4% +$12K ﹤0.01% 2088
2019
Q2 		$336K Sell
6,353
-2,753
-30% -$143K ﹤0.01% 2113
2019
Q1 		$470K Buy
9,106
+454
+5% +$23K ﹤0.01% 1790
2018
Q4 		$435K Buy
8,652
+809
+10% +$40K ﹤0.01% 1739
2018
Q3 		$390K Buy
7,843
+100
+1% +$4.99K ﹤0.01% 1962
2018
Q2 		$388K Buy
7,743
+2,798
+57% +$139K ﹤0.01% 1929
2018
Q1 		$249K Buy
+4,945
New +$250K ﹤0.01% 2216
2016
Q4 		– Sell
-4,603
Closed -$244K – 2324
2016
Q3 		$244K Buy
4,603
+2
+0% +$106 ﹤0.01% 1864
2016
Q2 		$245K Buy
+4,601
New +$241K ﹤0.01% 1807

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 $827M AUM 21.19% 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 $705M AUM 34.21% 1-Year Est. Return

Commonwealth Equity Services's CMBS Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares CMBS ETF (CMBS) stake by 0.2% in Q1 2026, selling an estimated $3.25K and leaving 33,650 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Commonwealth Equity Services first reported a position in CMBS in Q2 2016 and has held it in 35 quarters since. The position peaked at $1.91M in Q3 2023. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Commonwealth Equity Services held 33,650 shares of iShares CMBS ETF worth $1.64M as of Q1 2026.
  • Commonwealth Equity Services sold 66 iShares CMBS ETF shares in Q1 2026, an estimated $3.25K.
  • iShares CMBS ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2184 holding.
  • Commonwealth Equity Services first reported a position in iShares CMBS ETF in Q2 2016 and has held it in 35 quarters since.
  • Commonwealth Equity Services's iShares CMBS ETF position peaked at $1.91M in Q3 2023.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.