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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,385	Closed	-$726K	–	56
2024 Q4	$726K	Buy	+15,385	New	+$726K	0.47%	26