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Insight Wealth Partners’s iShares CMBS ETF CMBS Stock Holding History

Insight Wealth Partners’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 		$2.56M Sell
52,683
-18,170
-26% -$884K 0.34% 32
2026
Q1 		$3.45M Buy
70,853
+4,456
+7% +$219K 0.48% 19
2025
Q4 		$3.26M Buy
66,397
+3,106
+5% +$153K 0.45% 19
2025
Q3 		$3.11M Buy
63,291
+9,718
+18% +$474K 0.95% 18
2025
Q2 		$2.61M Buy
53,573
+1,500
+3% +$72.2K 1.01% 18
2025
Q1 		$2.5M Buy
52,073
+313
+0.6% +$14.9K 0.42% 21
2024
Q4 		$2.44M Buy
51,760
+4,924
+11% +$234K 0.33% 23
2024
Q3 		$2.29M Buy
46,836
+2,397
+5% +$115K 0.45% 24
2024
Q2 		$2.09M Sell
44,439
-418
-0.9% -$19.4K 0.36% 21
2024
Q1 		$2.11M Buy
44,857
+8,020
+22% +$375K 0.36% 21
2023
Q4 		$1.72M Buy
36,837
+1,119
+3% +$50.7K 0.3% 21
2023
Q3 		$1.61M Buy
35,718
+804
+2% +$36.6K 0.31% 23
2023
Q2 		$1.6M Sell
34,914
-9,940
-22% -$461K 0.37% 23
2023
Q1 		$2.07M Buy
44,854
+130
+0.3% +$6.05K 0.46% 18
2022
Q4 		$2.05M Buy
44,724
+8,623
+24% +$394K 1.54% 17
2022
Q3 		$1.66M Buy
36,101
+4,382
+14% +$209K 1.56% 17
2022
Q2 		$1.53M Buy
31,719
+227
+0.7% +$11K 1.15% 17
2022
Q1 		$1.57M Buy
31,492
+328
+1% +$16.9K 0.87% 18
2021
Q4 		$1.65M Buy
31,164
+3,641
+13% +$195K 0.31% 21
2021
Q3 		$1.49M Buy
27,523
+7
+0% +$382 0.8% 20
2021
Q2 		$1.5M Buy
27,516
+8
+0% +$434 0.8% 22
2021
Q1 		$1.48M Buy
27,508
+579
+2% +$31.7K 0.73% 21
2020
Q4 		$1.49M Buy
26,929
+13,771
+105% +$759K 0.91% 20
2020
Q3 		$731K Buy
+13,158
New +$726K 0.7% 28

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

Insight Wealth Partners's CMBS Position: Q2 2026 in Review

Insight Wealth Partners reduced its iShares CMBS ETF (CMBS) stake by 26% in Q2 2026, selling an estimated $884K and leaving 52,683 shares worth $2.56M. The position accounts for 0.34% of the portfolio, ranked #32.

Insight Wealth Partners first reported a position in CMBS in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.45M in Q1 2026. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Insight Wealth Partners held 52,683 shares of iShares CMBS ETF worth $2.56M as of Q2 2026.
  • Insight Wealth Partners sold 18,170 iShares CMBS ETF shares in Q2 2026, an estimated $884K.
  • iShares CMBS ETF made up 0.34% of Insight Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Insight Wealth Partners first reported a position in iShares CMBS ETF in Q3 2020 and has held it in 24 quarters since.
  • Insight Wealth Partners's iShares CMBS ETF position peaked at $3.45M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.