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
2026 Q2	$3.31K	Buy	+68	New	+$3.31K	﹤0.01%	1518
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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Institute for Wealth Management's CMBS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares CMBS ETF (CMBS) in Q2 2026: 68 shares worth $3.31K. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CMBS as recently as Q4 2019.

Institute for Wealth Management first reported a position in CMBS in Q3 2014 and has held it in 12 quarters since. The position peaked at $2.13M in Q3 2014. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Institute for Wealth Management held 68 shares of iShares CMBS ETF worth $3.31K as of Q2 2026.
iShares CMBS ETF was a new Institute for Wealth Management position in Q2 2026.
iShares CMBS ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1518 holding.
Institute for Wealth Management first reported a position in iShares CMBS ETF in Q3 2014 and has held it in 12 quarters since.
Institute for Wealth Management's iShares CMBS ETF position peaked at $2.13M in Q3 2014.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.