IFWM
CMBS icon

Institute for Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-189
Closed -$10K – 421
2019
Q4 		$10K Buy
+189
New +$10K ﹤0.01% 599
2018
Q2 		– Sell
-24,706
Closed -$1.23M – 220
2018
Q1 		$1.23M Sell
24,706
-15,958
-39% -$806K 0.36% 91
2017
Q4 		$2.08M Buy
40,664
+27,320
+205% +$1.4M 0.48% 51
2017
Q3 		$688K Buy
13,344
+161
+1% +$8.33K 0.22% 154
2017
Q2 		$678K Buy
+13,183
New +$679K 0.19% 178
2015
Q4 		$1.34M Sell
26,494
-11,637
-31% -$595K 2% 16
2015
Q3 		$1.97M Buy
38,131
+10,949
+40% +$563K 3.75% 11
2015
Q2 		$1.4M Sell
27,182
-453
-2% -$23.4K 1.8% 21
2015
Q1 		$1.44M Sell
27,635
-2,665
-9% -$139K 1.58% 23
2014
Q4 		$1.55M Sell
30,300
-11,182
-27% -$577K 1.63% 24
2014
Q3 		$2.13M Buy
+41,482
New +$2.14M 2.03% 19

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's CMBS Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares CMBS ETF (CMBS) in Q1 2020, closing a stake of 189 shares — an estimated $10K sold.

Institute for Wealth Management first reported a position in CMBS in Q3 2014 and held it in 11 quarters. The position peaked at $2.13M in Q3 2014. 64 funds tracked by Wall St. Rank hold CMBS as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares CMBS ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 189 iShares CMBS ETF shares in Q1 2020, an estimated $10K.
  • Institute for Wealth Management first reported a position in iShares CMBS ETF in Q3 2014 and held it in 11 quarters.
  • Institute for Wealth Management's iShares CMBS ETF position peaked at $2.13M in Q3 2014.
  • 64 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.