Elmwood Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Elmwood Wealth Management’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
2020 Q2	–	Sell	-400	Closed	-$20.1K	–	269
2020 Q1	$20.1K	Buy	+400	New	+$21.4K	0.02%	161
2019 Q2	–	Sell	-200	Closed	-$10K	–	280
2019 Q1	$10K	Hold	200	–	–	0.01%	190
2018 Q4	$10K	Hold	200	–	–	0.01%	190
2018 Q3	$9.96K	Sell	200 -200	-50%	-$9.99K	0.01%	201
2018 Q2	$20K	Hold	400	–	–	0.02%	170
2018 Q1	$20.1K	Buy	+400	New	+$20.2K	0.02%	161

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elmwood Wealth Management's CMBS Position: Q2 2020 in Review

Elmwood Wealth Management sold out of iShares CMBS ETF (CMBS) in Q2 2020, closing a stake of 400 shares — an estimated $20.1K sold.

Elmwood Wealth Management first reported a position in CMBS in Q1 2018 and held it in 6 quarters. The position peaked at $20.1K in Q1 2020. 66 funds tracked by Wall St. Rank hold CMBS as of Q2 2020.

Elmwood Wealth Management reported no remaining iShares CMBS ETF position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 400 iShares CMBS ETF shares in Q2 2020, an estimated $20.1K.
Elmwood Wealth Management first reported a position in iShares CMBS ETF in Q1 2018 and held it in 6 quarters.
Elmwood Wealth Management's iShares CMBS ETF position peaked at $20.1K in Q1 2020.
66 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.