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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
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Decker Retirement Planning's CMBS Position: Q2 2026 in Review

Decker Retirement Planning held its iShares CMBS ETF (CMBS) position steady in Q2 2026 at 601 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #151.

Decker Retirement Planning first reported a position in CMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.5K in Q4 2025. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Decker Retirement Planning held 601 shares of iShares CMBS ETF worth $29.2K as of Q2 2026.
  • Decker Retirement Planning left its iShares CMBS ETF share count unchanged in Q2 2026.
  • iShares CMBS ETF made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #151 holding.
  • Decker Retirement Planning first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Decker Retirement Planning's iShares CMBS ETF position peaked at $29.5K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.