Goldstone Financial Group’s iShares CMBS ETF CMBS Stock Holding History

Goldstone Financial Group’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 Q2	–	Sell	-21,420	Closed	-$1.03M	–	209
2025 Q1	$1.03M	Sell	21,420 -4,185	-16%	-$200K	0.16%	84
2024 Q4	$1.21M	Buy	25,605 +1,970	+8%	+$93.8K	0.19%	80
2024 Q3	$1.16M	Buy	23,635 +3,377	+17%	+$162K	0.2%	80
2024 Q2	$951K	Buy	20,258 +4,036	+25%	+$188K	0.19%	85
2024 Q1	$764K	Buy	16,222 +3,588	+28%	+$168K	0.18%	83
2023 Q4	$591K	Buy	12,634 +3,899	+45%	+$177K	0.15%	94
2023 Q3	$393K	Buy	8,735 +2,717	+45%	+$124K	0.12%	101
2023 Q2	$276K	Buy	6,018 +1,197	+25%	+$55.5K	0.08%	131
2023 Q1	$223K	Buy	+4,821	New	+$225K	0.07%	136

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

AWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Goldstone Financial Group's CMBS Position: Q2 2025 in Review

Goldstone Financial Group sold out of iShares CMBS ETF (CMBS) in Q2 2025, closing a stake of 21,420 shares — an estimated $1.03M sold.

Goldstone Financial Group first reported a position in CMBS in Q1 2023 and held it in 9 quarters. The position peaked at $1.21M in Q4 2024. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2025.

Goldstone Financial Group reported no remaining iShares CMBS ETF position as of Q2 2025 after selling out during the quarter.
Goldstone Financial Group sold 21,420 iShares CMBS ETF shares in Q2 2025, an estimated $1.03M.
Goldstone Financial Group first reported a position in iShares CMBS ETF in Q1 2023 and held it in 9 quarters.
Goldstone Financial Group's iShares CMBS ETF position peaked at $1.21M in Q4 2024.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2025.

Based on Goldstone Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.