Heck Capital Advisors’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $34 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.75M | Sell |
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|
2022
Q3 | $5.78M | Buy |
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|
2022
Q2 | $5.98M | Sell |
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|
2022
Q1 | $6.3M | Buy |
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|
2021
Q4 | $6.66M | Buy |
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|
2021
Q3 | $2.79M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.68M | Buy |
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|
2020
Q4 | $2.59M | Buy |
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|
2020
Q3 | $2.31M | Buy |
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|
2020
Q2 | $2.2M | Buy |
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|
2020
Q1 | $2.01M | Buy |
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