Envestnet Portfolio Solutions
CMBS icon

Envestnet Portfolio Solutions’s iShares CMBS ETF CMBS Stock Holding History

Envestnet Portfolio 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
2026
Q1 		– Sell
-18,249
Closed -$896K – 1326
2025
Q4 		$896K Buy
18,249
+1,412
+8% +$69.4K ﹤0.01% 791
2025
Q3 		$826K Sell
16,837
-886
-5% -$43.2K ﹤0.01% 809
2025
Q2 		$863K Sell
17,723
-3,730
-17% -$179K ﹤0.01% 849
2025
Q1 		$1.03M Sell
21,453
-14,147
-40% -$675K ﹤0.01% 782
2024
Q4 		$1.68M Buy
35,600
+75
+0.2% +$3.57K 0.01% 726
2024
Q3 		$1.74M Buy
35,525
+240
+0.7% +$11.5K 0.01% 708
2024
Q2 		$1.66M Buy
35,285
+4,970
+16% +$231K 0.01% 692
2024
Q1 		$1.43M Buy
30,315
+1,950
+7% +$91.1K 0.01% 732
2023
Q4 		$1.33M Sell
28,365
-829
-3% -$37.5K 0.01% 705
2023
Q3 		$1.31M Buy
+29,194
New +$1.33M 0.01% 675

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Envestnet Portfolio Solutions's CMBS Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 18,249 shares — an estimated $896K sold.

Envestnet Portfolio Solutions first reported a position in CMBS in Q3 2023 and held it in 10 quarters. The position peaked at $1.74M in Q3 2024. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 18,249 iShares CMBS ETF shares in Q1 2026, an estimated $896K.
  • Envestnet Portfolio Solutions first reported a position in iShares CMBS ETF in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's iShares CMBS ETF position peaked at $1.74M in Q3 2024.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.