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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

AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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. 27 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.
  • 27 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.