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

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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Ethos Capital Management Newtown, Pennsylvania $140M AUM

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

Guidance Capital's CMBS Position: Q2 2026 in Review

Guidance Capital increased its iShares CMBS ETF (CMBS) stake by 13% in Q2 2026, buying an estimated $217K and bringing the position to 39,688 shares worth $1.93M. The position accounts for 0.41% of the portfolio, ranked #42.

Guidance Capital first reported a position in CMBS in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Guidance Capital held 39,688 shares of iShares CMBS ETF worth $1.93M as of Q2 2026.
Guidance Capital bought 4,457 iShares CMBS ETF shares in Q2 2026, an estimated $217K.
iShares CMBS ETF made up 0.41% of Guidance Capital's portfolio in Q2 2026, its #42 holding.
Guidance Capital first reported a position in iShares CMBS ETF in Q4 2025 and has held it in 3 quarters since.
14 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.