Geneos Wealth 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 Q2	$18.8K	Buy	+386	New	+$18.8K	﹤0.01%	2056
2022 Q2	–	Sell	-346	Closed	-$17K	–	2613
2022 Q1	$17K	Buy	+346	New	+$17K	﹤0.01%	1872
2018 Q4	–	Sell	-130	Closed	-$6K	–	2392
2018 Q3	$6K	Buy	+130	New	+$6K	﹤0.01%	2002