GRP
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Global Retirement Partners’s iShares CMBS ETF CMBS Stock Holding History

Global Retirement Partners’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
Q4 		$11.4K Hold
233
– – ﹤0.01% 3103
2025
Q3 		$11.4K Buy
+233
New +$11.4K ﹤0.01% 2643
2019
Q3 		– Sell
-29
Closed -$2K – 1608
2019
Q2 		$2K Buy
+29
New +$1.5K ﹤0.01% 1427
2017
Q3 		– Sell
-47
Closed -$2K – 1212
2017
Q2 		$2K Hold
47
– – ﹤0.01% 1056
2017
Q1 		$2K Hold
47
– – ﹤0.01% 1015
2016
Q4 		$2K Buy
+47
New +$2.43K ﹤0.01% 949

Other funds holding CMBS

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
UBS Group
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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Global Retirement Partners's CMBS Position: Q4 2025 in Review

Global Retirement Partners held its iShares CMBS ETF (CMBS) position steady in Q4 2025 at 233 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Global Retirement Partners first reported a position in CMBS in Q4 2016 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold CMBS as of Q4 2025.

  • Global Retirement Partners held 233 shares of iShares CMBS ETF worth $11.4K as of Q4 2025.
  • Global Retirement Partners left its iShares CMBS ETF share count unchanged in Q4 2025.
  • iShares CMBS ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3103 holding.
  • Global Retirement Partners first reported a position in iShares CMBS ETF in Q4 2016 and has held it in 6 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.