IFP 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
Q2 | $255K | Buy |
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|
2025
Q1 | $141K | Buy |
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|
2024
Q4 | $130K | Buy |
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|
2024
Q3 | $20.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.03K | Hold |
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|
2023
Q1 | $3.46K | Sell |
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|
2022
Q4 | $151K | Buy |
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|
2022
Q3 | $151K | Sell |
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|
2022
Q2 | $152K | Hold |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $106K | Buy |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $195K | Buy |
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|
2020
Q4 | $170K | Sell |
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|
2020
Q3 | $185K | Buy |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $6K | Buy |
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|
2019
Q1 | $65K | Sell |
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|
2018
Q4 | $94K | Sell |
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|
2018
Q3 | $95K | Sell |
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|
2018
Q2 | $98K | Sell |
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|
2018
Q1 | $103K | Hold |
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|
2017
Q4 | $103K | Sell |
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|
2017
Q3 | $113K | Buy |
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|
2017
Q2 | $100K | Sell |
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|
2017
Q1 | $101K | Buy |
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|
2016
Q4 | $94K | Buy |
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|
2016
Q3 | $90K | Hold |
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|
2016
Q2 | $90K | Buy |
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|
2016
Q1 | $65K | Buy |
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|
2015
Q4 | $65K | Buy |
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