Guidance Capital’s iShares CMBS ETF CMBS Stock Holding History

Guidance Capital’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 Q3	$2.01M	Buy	41,978 +2,290	+6%	+$110K	0.44%	34
2026 Q2	$1.93M	Buy	39,688 +4,457	+13%	+$217K	0.41%	42
2026 Q1	$1.71M	Buy	35,231 +27,785	+373%	+$1.37M	0.38%	51
2025 Q4	$366K	Buy	+7,446	New	+$366K	0.09%	179

Other funds holding CMBS

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Guidance Capital's CMBS Position: Q3 2026 in Review

Guidance Capital increased its iShares CMBS ETF (CMBS) stake by 5.8% in Q3 2026, buying an estimated $110K and bringing the position to 41,978 shares worth $2.01M. The position accounts for 0.44% of the portfolio, ranked #34.

Guidance Capital first reported a position in CMBS in Q4 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

Guidance Capital held 41,978 shares of iShares CMBS ETF worth $2.01M as of Q3 2026.
Guidance Capital bought 2,290 iShares CMBS ETF shares in Q3 2026, an estimated $110K.
iShares CMBS ETF made up 0.44% of Guidance Capital's portfolio in Q3 2026, its #34 holding.
Guidance Capital first reported a position in iShares CMBS ETF in Q4 2025 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Guidance Capital's 13F filing for Q3 2026, filed 3 Nov 2026.