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Glen Eagle Advisors’s iShares CMBS ETF CMBS Stock Holding History

Glen Eagle 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
Q1 		– Sell
-32
Closed -$1.57K – 1026
2025
Q4 		$1.57K Hold
32
– – ﹤0.01% 912
2025
Q3 		$1.57K Hold
32
– – ﹤0.01% 934
2025
Q2 		$1.56K Hold
32
– – ﹤0.01% 872
2025
Q1 		$1.54K Hold
32
– – ﹤0.01% 874
2024
Q4 		$1.51K Hold
32
– – ﹤0.01% 906
2024
Q3 		$1.57K Hold
32
– – ﹤0.01% 941
2024
Q2 		$1.52K Hold
32
– – ﹤0.01% 940
2024
Q1 		$1.53K Hold
32
– – ﹤0.01% 944
2023
Q4 		$1.52K Sell
32
-26
-45% -$1.18K ﹤0.01% 895
2023
Q3 		$2.63K Sell
58
-1
-2% -$45 ﹤0.01% 819
2023
Q2 		$2.67K Sell
59
-383
-87% -$17.7K ﹤0.01% 832
2023
Q1 		$20.4K Buy
442
+410
+1,281% +$19.1K 0.01% 511
2022
Q4 		$1.47K Hold
32
– – ﹤0.01% 950
2022
Q3 		$1.47K Hold
32
– – ﹤0.01% 920
2022
Q2 		$1.54K Hold
32
– – ﹤0.01% 858
2022
Q1 		$1.59K Hold
32
– – ﹤0.01% 833
2021
Q4 		$1.7K Hold
32
– – ﹤0.01% 824
2021
Q3 		$1.73K Hold
32
– – ﹤0.01% 936
2021
Q2 		$1.74K Hold
32
– – ﹤0.01% 932
2021
Q1 		$1.72K Hold
32
– – ﹤0.01% 891
2020
Q4 		$1.77K Hold
32
– – ﹤0.01% 860
2020
Q3 		$1.78K Hold
32
– – ﹤0.01% 807
2020
Q2 		$1.76K Hold
32
– – ﹤0.01% 769
2020
Q1 		$1.72K Hold
32
– – ﹤0.01% 722
2019
Q4 		$1.69K Buy
+32
New +$1.7K ﹤0.01% 793

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Glen Eagle Advisors's CMBS Position: Q1 2026 in Review

Glen Eagle Advisors sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 32 shares — an estimated $1.57K sold.

Glen Eagle Advisors first reported a position in CMBS in Q4 2019 and held it in 25 quarters. The position peaked at $20.4K in Q1 2023. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Glen Eagle Advisors reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Glen Eagle Advisors sold 32 iShares CMBS ETF shares in Q1 2026, an estimated $1.57K.
  • Glen Eagle Advisors first reported a position in iShares CMBS ETF in Q4 2019 and held it in 25 quarters.
  • Glen Eagle Advisors's iShares CMBS ETF position peaked at $20.4K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.