Decker Retirement Planning
CMBS icon

Decker Retirement Planning’s iShares CMBS ETF CMBS Stock Holding History

Decker Retirement Planning’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
Q3 		$29.7K Buy
628
+27
+4% +$1.3K 0.01% 121
2026
Q2 		$29.2K Hold
601
– – 0.01% 151
2026
Q1 		$29.3K Hold
601
– – 0.01% 120
2025
Q4 		$29.5K Hold
601
– – 0.01% 112
2025
Q3 		$29.5K Hold
601
– – 0.02% 118
2025
Q2 		$29.3K Hold
601
– – 0.02% 100
2025
Q1 		$28.8K Hold
601
– – 0.02% 78
2024
Q4 		$28.4K Buy
+601
New +$28.6K 0.02% 163

Other funds holding CMBS

Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Guidance Capital
Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Decker Retirement Planning's CMBS Position: Q3 2026 in Review

Decker Retirement Planning increased its iShares CMBS ETF (CMBS) stake by 4.5% in Q3 2026, buying an estimated $1.3K and bringing the position to 628 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #121.

Decker Retirement Planning first reported a position in CMBS in Q4 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

  • Decker Retirement Planning held 628 shares of iShares CMBS ETF worth $29.7K as of Q3 2026.
  • Decker Retirement Planning bought 27 iShares CMBS ETF shares in Q3 2026, an estimated $1.3K.
  • iShares CMBS ETF made up 0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #121 holding.
  • Decker Retirement Planning first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 8 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.