Creative Financial Designs’s iShares CMBS ETF CMBS Stock Holding History

Creative Financial Designs’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
2023 Q1	–	Sell	-89	Closed	-$4.09K	–	1407
2022 Q4	$4.09K	Hold	89	–	–	﹤0.01%	1073
2022 Q3	$4K	Hold	89	–	–	﹤0.01%	1066
2022 Q2	$4K	Hold	89	–	–	﹤0.01%	1032
2022 Q1	$4K	Sell	89 -258	-74%	-$13.3K	﹤0.01%	1068
2021 Q4	$18K	Buy	347 +19	+6%	+$1.02K	﹤0.01%	781
2021 Q3	$18K	Buy	328 +27	+9%	+$1.47K	﹤0.01%	885
2021 Q2	$16K	Buy	+301	New	+$16.3K	﹤0.01%	910

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Creative Financial Designs's CMBS Position: Q1 2023 in Review

Creative Financial Designs sold out of iShares CMBS ETF (CMBS) in Q1 2023, closing a stake of 89 shares — an estimated $4.09K sold.

Creative Financial Designs first reported a position in CMBS in Q2 2021 and held it in 7 quarters. The position peaked at $18K in Q4 2021. 80 funds tracked by Wall St. Rank hold CMBS as of Q1 2023.

Creative Financial Designs reported no remaining iShares CMBS ETF position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 89 iShares CMBS ETF shares in Q1 2023, an estimated $4.09K.
Creative Financial Designs first reported a position in iShares CMBS ETF in Q2 2021 and held it in 7 quarters.
Creative Financial Designs's iShares CMBS ETF position peaked at $18K in Q4 2021.
80 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.