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Horizon Financial Services’s iShares CMBS ETF CMBS Stock Holding History

Horizon Financial Services’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 		$87.9K Sell
1,807
-578
-24% -$28.1K 0.03% 105
2026
Q1 		$116K Sell
2,385
-898
-27% -$44.2K 0.05% 78
2025
Q4 		$161K Buy
3,283
+291
+10% +$14.3K 0.07% 62
2025
Q3 		$147K Sell
2,992
-1,604
-35% -$78.2K 0.07% 66
2025
Q2 		$224K Sell
4,596
-946
-17% -$45.5K 0.12% 52
2025
Q1 		$266K Buy
5,542
+69
+1% +$3.29K 0.15% 51
2024
Q4 		$258K Sell
5,473
-1,391
-20% -$66.2K 0.15% 51
2024
Q3 		$336K Sell
6,864
-352
-5% -$16.9K 0.2% 44
2024
Q2 		$339K Buy
7,216
+189
+3% +$8.79K 0.21% 44
2024
Q1 		$331K Buy
+7,027
New +$328K 0.21% 45
2023
Q4 		– Sell
-5,082
Closed -$229K – 56
2023
Q3 		$229K Sell
5,082
-30
-0.6% -$1.36K 0.18% 46
2023
Q2 		$234K Sell
5,112
-297
-5% -$13.8K 0.19% 48
2023
Q1 		$250K Sell
5,409
-245
-4% -$11.4K 0.21% 47
2022
Q4 		$260K Sell
5,654
-594
-10% -$27.1K 0.22% 49
2022
Q3 		$286K Buy
6,248
+892
+17% +$42.5K 0.25% 47
2022
Q2 		$258K Sell
5,356
-489
-8% -$23.7K 0.2% 47
2022
Q1 		$291K Sell
5,845
-7,223
-55% -$371K 0.19% 46
2021
Q4 		$693K Sell
13,068
-2,093
-14% -$112K 0.42% 37
2021
Q3 		$820K Buy
15,161
+5,692
+60% +$310K 0.54% 38
2021
Q2 		$515K Buy
+9,469
New +$514K 0.37% 46

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Horizon Financial Services's CMBS Position: Q2 2026 in Review

Horizon Financial Services reduced its iShares CMBS ETF (CMBS) stake by 24% in Q2 2026, selling an estimated $28.1K and leaving 1,807 shares worth $87.9K. The position accounts for 0.03% of the portfolio, ranked #105.

Horizon Financial Services first reported a position in CMBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $820K in Q3 2021. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Horizon Financial Services held 1,807 shares of iShares CMBS ETF worth $87.9K as of Q2 2026.
  • Horizon Financial Services sold 578 iShares CMBS ETF shares in Q2 2026, an estimated $28.1K.
  • iShares CMBS ETF made up 0.03% of Horizon Financial Services's portfolio in Q2 2026, its #105 holding.
  • Horizon Financial Services first reported a position in iShares CMBS ETF in Q2 2021 and has held it in 20 quarters since.
  • Horizon Financial Services's iShares CMBS ETF position peaked at $820K in Q3 2021.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.