Guardian Wealth Advisors (North Carolina)’s iShares CMBS ETF CMBS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$48.4K	Buy	+993	New	+$48.9K	﹤0.01%	442

Other funds holding CMBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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 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

Guardian Wealth Advisors (North Carolina)'s CMBS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares CMBS ETF (CMBS) in Q1 2026: 993 shares worth $48.4K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings.

92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 993 shares of iShares CMBS ETF worth $48.4K as of Q1 2026.
iShares CMBS ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares CMBS ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #442 holding.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.