FFA
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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
Q3 		$4.35K Hold
92
– – ﹤0.01% 5092
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

CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Farther Finance Advisors's CMBS Position: Q3 2026 in Review

Farther Finance Advisors held its iShares CMBS ETF (CMBS) position steady in Q3 2026 at 92 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #5092.

Farther Finance Advisors first reported a position in CMBS in Q1 2023 and has held it in 8 quarters since. The position peaked at $78.1K in Q3 2024. 9 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

  • Farther Finance Advisors held 92 shares of iShares CMBS ETF worth $4.35K as of Q3 2026.
  • Farther Finance Advisors left its iShares CMBS ETF share count unchanged in Q3 2026.
  • iShares CMBS ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5092 holding.
  • Farther Finance Advisors first reported a position in iShares CMBS ETF in Q1 2023 and has held it in 8 quarters since.
  • Farther Finance Advisors's iShares CMBS ETF position peaked at $78.1K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.