Financial Management Professionals’s iShares CMBS ETF CMBS Stock Holding History

Financial Management Professionals’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
2025 Q1	–	Hold	0	–	–	–	992
2024 Q4	–	Hold	0	–	–	–	982
2023 Q2	–	Sell	-4,260	Closed	-$197K	–	943
2023 Q1	$197K	Buy	+4,260	New	+$198K	0.04%	132
2022 Q3	–	Sell	-66	Closed	-$3K	–	946
2022 Q2	$3K	Buy	+66	New	+$3.2K	﹤0.01%	684

Other funds holding CMBS

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

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

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

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

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

Financial Management Professionals's CMBS Position: Q1 2025 in Review

Financial Management Professionals held its iShares CMBS ETF (CMBS) position steady in Q1 2025 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Financial Management Professionals first reported a position in CMBS in Q2 2022 and has held it in 2 quarters since. The position peaked at $197K in Q1 2023. 87 funds tracked by Wall St. Rank hold CMBS as of Q1 2025.

Financial Management Professionals held 0 shares of iShares CMBS ETF worth $9 as of Q1 2025.
Financial Management Professionals left its iShares CMBS ETF share count unchanged in Q1 2025.
iShares CMBS ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q1 2025, its #992 holding.
Financial Management Professionals first reported a position in iShares CMBS ETF in Q2 2022 and has held it in 2 quarters since.
Financial Management Professionals's iShares CMBS ETF position peaked at $197K in Q1 2023.
87 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.