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Dynamic Advisor Solutions’s iShares CMBS ETF CMBS Stock Holding History

Dynamic Advisor Solutions’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
2022
Q1 		– Sell
-6,304
Closed -$334K – 731
2021
Q4 		$334K Buy
+6,304
New +$337K 0.02% 532

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EVM
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BWM
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ACM
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Jane Street
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DJSG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Dynamic Advisor Solutions's CMBS Position: Q1 2022 in Review

Dynamic Advisor Solutions sold out of iShares CMBS ETF (CMBS) in Q1 2022, closing a stake of 6,304 shares — an estimated $334K sold.

Dynamic Advisor Solutions first reported a position in CMBS in Q4 2021 and held it in 1 quarter. The position peaked at $334K in Q4 2021. 98 funds tracked by Wall St. Rank hold CMBS as of Q1 2022.

  • Dynamic Advisor Solutions reported no remaining iShares CMBS ETF position as of Q1 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,304 iShares CMBS ETF shares in Q1 2022, an estimated $334K.
  • Dynamic Advisor Solutions first reported a position in iShares CMBS ETF in Q4 2021 and held it in 1 quarter.
  • Dynamic Advisor Solutions's iShares CMBS ETF position peaked at $334K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2022, filed 11 Apr 2022.