Great Valley Advisor Group’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
$314K Buy
6,449
+18
+0.3% +$876 0.01% 734
2025
Q1
$309K Buy
+6,431
New +$309K 0.01% 717