Jones Financial Companies
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Jones Financial Companies’s iShares CMBS ETF CMBS Stock Holding History

Jones Financial Companies’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 		$1.93M Buy
39,740
+3,839
+11% +$189K ﹤0.01% 1443
2025
Q4 		$1.76M Buy
35,901
+13,002
+57% +$639K ﹤0.01% 1011
2025
Q3 		$1.12M Buy
22,899
+8,272
+57% +$403K ﹤0.01% 1093
2025
Q2 		$713K Buy
14,627
+2,650
+22% +$128K ﹤0.01% 1136
2025
Q1 		$576K Buy
11,977
+1,158
+11% +$55.2K ﹤0.01% 1066
2024
Q4 		$511K Buy
10,819
+836
+8% +$39.8K ﹤0.01% 991
2024
Q3 		$487K Buy
9,983
+3,736
+60% +$179K ﹤0.01% 830
2024
Q2 		$293K Buy
6,247
+4,500
+258% +$209K ﹤0.01% 714
2024
Q1 		$82.3K Buy
+1,747
New +$81.6K ﹤0.01% 630

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
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
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

Jones Financial Companies's CMBS Position: Q1 2026 in Review

Jones Financial Companies increased its iShares CMBS ETF (CMBS) stake by 11% in Q1 2026, buying an estimated $189K and bringing the position to 39,740 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Jones Financial Companies first reported a position in CMBS in Q1 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Jones Financial Companies held 39,740 shares of iShares CMBS ETF worth $1.93M as of Q1 2026.
  • Jones Financial Companies bought 3,839 iShares CMBS ETF shares in Q1 2026, an estimated $189K.
  • iShares CMBS ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1443 holding.
  • Jones Financial Companies first reported a position in iShares CMBS ETF in Q1 2024 and has held it in 9 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.