Corient Private Wealth
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Corient Private Wealth’s iShares CMBS ETF CMBS Stock Holding History

Corient Private Wealth’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,186
Closed -$514K – 1997
2022
Q4 		$514K Buy
+11,186
New +$514K ﹤0.01% 1132