Insight Wealth Partners’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 | $2.61M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $731K | Buy |
|