Jackson Hole Capital Partners’s iShares CMBS ETF CMBS Stock Holding History

Jackson Hole Capital 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 Q1	$6.63K	Hold	136	–	–	﹤0.01%	295
2025 Q4	$6.67K	Hold	136	–	–	﹤0.01%	293
2025 Q3	$6.67K	Hold	136	–	–	﹤0.01%	288
2025 Q2	$6.63K	Hold	136	–	–	﹤0.01%	264
2025 Q1	$6.53K	Hold	136	–	–	﹤0.01%	261
2024 Q4	$6.42K	Hold	136	–	–	﹤0.01%	259
2024 Q3	$6.65K	Hold	136	–	–	﹤0.01%	251
2024 Q2	$6.38K	Hold	136	–	–	﹤0.01%	255
2024 Q1	$6.41K	Hold	136	–	–	﹤0.01%	255
2023 Q4	$6.36K	Hold	136	–	–	﹤0.01%	255
2023 Q3	$6.13K	Hold	136	–	–	﹤0.01%	242
2023 Q2	$6.24K	Hold	136	–	–	﹤0.01%	257
2023 Q1	$6.28K	Hold	136	–	–	﹤0.01%	279
2022 Q4	$6.24K	Hold	136	–	–	﹤0.01%	249
2022 Q3	$6K	Buy	+136	New	+$6.49K	﹤0.01%	245
2021 Q2	–	Sell	-1,987	Closed	-$107K	–	243
2021 Q1	$107K	Buy	+1,987	New	+$109K	0.04%	177

Other funds holding CMBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Jackson Hole Capital Partners's CMBS Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares CMBS ETF (CMBS) position steady in Q1 2026 at 136 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Jackson Hole Capital Partners first reported a position in CMBS in Q1 2021 and has held it in 16 quarters since. The position peaked at $107K in Q1 2021. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

Jackson Hole Capital Partners held 136 shares of iShares CMBS ETF worth $6.63K as of Q1 2026.
Jackson Hole Capital Partners left its iShares CMBS ETF share count unchanged in Q1 2026.
iShares CMBS ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #295 holding.
Jackson Hole Capital Partners first reported a position in iShares CMBS ETF in Q1 2021 and has held it in 16 quarters since.
Jackson Hole Capital Partners's iShares CMBS ETF position peaked at $107K in Q1 2021.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.