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Householder Group Estate & Retirement Specialist’s iShares CMBS ETF CMBS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q4 		– Sell
-9
Closed – – 461
2022
Q3 		$0 Buy
+9
New +$429 ﹤0.01% 1103

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CMBS Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares CMBS ETF (CMBS) in Q4 2022, closing a stake of 9 shares.

Householder Group Estate & Retirement Specialist first reported a position in CMBS in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 76 funds tracked by Wall St. Rank hold CMBS as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares CMBS ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 9 iShares CMBS ETF shares in Q4 2022.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares CMBS ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares CMBS ETF position peaked at $0 in Q3 2022.
  • 76 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.