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Great Valley Advisor Group’s iShares CMBS ETF CMBS Stock Holding History

Great Valley Advisor 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
2026
Q1 		– Sell
-6,499
Closed -$319K – 1007
2025
Q4 		$319K Buy
6,499
+76
+1% +$3.73K 0.01% 758
2025
Q3 		$315K Sell
6,423
-26
-0.4% -$1.27K 0.01% 759
2025
Q2 		$314K Buy
6,449
+18
+0.3% +$866 0.01% 734
2025
Q1 		$309K Buy
+6,431
New +$307K 0.01% 717

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Great Valley Advisor Group's CMBS Position: Q1 2026 in Review

Great Valley Advisor Group sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 6,499 shares — an estimated $319K sold.

Great Valley Advisor Group first reported a position in CMBS in Q1 2025 and held it in 4 quarters. The position peaked at $319K in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Great Valley Advisor Group reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 6,499 iShares CMBS ETF shares in Q1 2026, an estimated $319K.
  • Great Valley Advisor Group first reported a position in iShares CMBS ETF in Q1 2025 and held it in 4 quarters.
  • Great Valley Advisor Group's iShares CMBS ETF position peaked at $319K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.