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Community Trust & Investment’s iShares CMBS ETF CMBS Stock Holding History

Community Trust & Investment’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
2025
Q3 		– Sell
-16,322
Closed -$795K – 143
2025
Q2 		$795K Buy
+16,322
New +$785K 0.05% 97

Other funds holding CMBS

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Community Trust & Investment's CMBS Position: Q3 2025 in Review

Community Trust & Investment sold out of iShares CMBS ETF (CMBS) in Q3 2025, closing a stake of 16,322 shares — an estimated $795K sold.

Community Trust & Investment first reported a position in CMBS in Q2 2025 and held it in 1 quarter. The position peaked at $795K in Q2 2025. 96 funds tracked by Wall St. Rank hold CMBS as of Q3 2025.

  • Community Trust & Investment reported no remaining iShares CMBS ETF position as of Q3 2025 after selling out during the quarter.
  • Community Trust & Investment sold 16,322 iShares CMBS ETF shares in Q3 2025, an estimated $795K.
  • Community Trust & Investment first reported a position in iShares CMBS ETF in Q2 2025 and held it in 1 quarter.
  • Community Trust & Investment's iShares CMBS ETF position peaked at $795K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2025.

Based on Community Trust & Investment's 13F filing for Q3 2025, filed 22 Oct 2025.