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Coppell Advisory Solutions’s iShares CMBS ETF CMBS Stock Holding History

Coppell Advisory Solutions’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
Q2 		– Sell
-28,408
Closed -$655K – 374
2025
Q1 		$655K Buy
28,408
+28,243
+17,117% +$1.35M 0.09% 183
2024
Q4 		$7.78K Hold
165
– – ﹤0.01% 1201
2024
Q3 		$8.05K Buy
+165
New +$7.91K ﹤0.01% 1141

Other funds holding CMBS

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Coppell Advisory Solutions's CMBS Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares CMBS ETF (CMBS) in Q2 2025, closing a stake of 28,408 shares — an estimated $655K sold.

Coppell Advisory Solutions first reported a position in CMBS in Q3 2024 and held it in 3 quarters. The position peaked at $655K in Q1 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining iShares CMBS ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 28,408 iShares CMBS ETF shares in Q2 2025, an estimated $655K.
  • Coppell Advisory Solutions first reported a position in iShares CMBS ETF in Q3 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's iShares CMBS ETF position peaked at $655K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.