Howe & Rusling’s iShares CMBS ETF CMBS Stock Holding History

Howe & Rusling’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
2024 Q2	–	Sell	-86	Closed	-$4.05K	–	367
2024 Q1	$4.05K	Buy	+86	New	+$4.02K	﹤0.01%	361

Other funds holding CMBS

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CBT

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

Howe & Rusling's CMBS Position: Q2 2024 in Review

Howe & Rusling sold out of iShares CMBS ETF (CMBS) in Q2 2024, closing a stake of 86 shares — an estimated $4.05K sold.

Howe & Rusling first reported a position in CMBS in Q1 2024 and held it in 1 quarter. The position peaked at $4.05K in Q1 2024. 82 funds tracked by Wall St. Rank hold CMBS as of Q2 2024.

Howe & Rusling reported no remaining iShares CMBS ETF position as of Q2 2024 after selling out during the quarter.
Howe & Rusling sold 86 iShares CMBS ETF shares in Q2 2024, an estimated $4.05K.
Howe & Rusling first reported a position in iShares CMBS ETF in Q1 2024 and held it in 1 quarter.
Howe & Rusling's iShares CMBS ETF position peaked at $4.05K in Q1 2024.
82 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2024.

Based on Howe & Rusling's 13F filing for Q2 2024, filed 14 Aug 2024.