Elevated Capital Advisors’s iShares CMBS ETF CMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Hold
11,192
0.15% 182
2025
Q1
$537K Sell
11,192
-1,620
-13% -$77.8K 0.15% 182
2024
Q4
$605K Buy
12,812
+7,524
+142% +$355K 0.16% 174
2024
Q3
$259K Buy
+5,288
New +$259K 0.07% 247