Farther Finance Advisors’s iShares CMBS ETF CMBS Stock Holding History

Farther Finance Advisors’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	$4.48K	Hold	92	–	–	﹤0.01%	4856
2026 Q1	$4.48K	Buy	+92	New	+$4.53K	﹤0.01%	4555
2025 Q1	–	Sell	-164	Closed	-$7.74K	–	4289
2024 Q4	$7.74K	Sell	164 -1,433	-90%	-$68.2K	﹤0.01%	2479
2024 Q3	$78.1K	Buy	+1,597	New	+$76.5K	﹤0.01%	1423
2024 Q2	–	Sell	-78	Closed	-$3.65K	–	3841
2024 Q1	$3.65K	Buy	+78	New	+$3.65K	﹤0.01%	2224
2023 Q3	–	Sell	-133	Closed	-$6.1K	–	2630
2023 Q2	$6.1K	Sell	133 -614	-82%	-$28.5K	﹤0.01%	1357
2023 Q1	$34.5K	Buy	+747	New	+$34.8K	0.01%	719

Other funds holding CMBS

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 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

CCAL

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's CMBS Position: Q2 2026 in Review

Farther Finance Advisors held its iShares CMBS ETF (CMBS) position steady in Q2 2026 at 92 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4856.

Farther Finance Advisors first reported a position in CMBS in Q1 2023 and has held it in 7 quarters since. The position peaked at $78.1K in Q3 2024. 15 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Farther Finance Advisors held 92 shares of iShares CMBS ETF worth $4.48K as of Q2 2026.
Farther Finance Advisors left its iShares CMBS ETF share count unchanged in Q2 2026.
iShares CMBS ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4856 holding.
Farther Finance Advisors first reported a position in iShares CMBS ETF in Q1 2023 and has held it in 7 quarters since.
Farther Finance Advisors's iShares CMBS ETF position peaked at $78.1K in Q3 2024.
15 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.