Kestra Advisory Services’s iShares CMBS ETF CMBS Stock Holding History

Kestra Advisory Services’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 Q3	$335K	Buy	7,081 +473	+7%	+$22.8K	﹤0.01%	2861
2026 Q2	$321K	Buy	6,608 +570	+9%	+$27.7K	﹤0.01%	2695
2026 Q1	$294K	Sell	6,038 -4,464	-43%	-$220K	﹤0.01%	2644
2025 Q4	$515K	Sell	10,502 -10	-0.1%	-$491	﹤0.01%	2118
2025 Q3	$516K	Buy	10,512 +469	+5%	+$22.9K	﹤0.01%	2045
2025 Q2	$489K	Buy	10,043 +4,551	+83%	+$219K	﹤0.01%	1973
2025 Q1	$264K	Sell	5,492 -947	-15%	-$45.2K	﹤0.01%	2264
2024 Q4	$304K	Buy	+6,439	New	+$307K	﹤0.01%	2205

Other funds holding CMBS

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Kestra Advisory Services's CMBS Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares CMBS ETF (CMBS) stake by 7.2% in Q3 2026, buying an estimated $22.8K and bringing the position to 7,081 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

Kestra Advisory Services first reported a position in CMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $516K in Q3 2025. 49 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

Kestra Advisory Services held 7,081 shares of iShares CMBS ETF worth $335K as of Q3 2026.
Kestra Advisory Services bought 473 iShares CMBS ETF shares in Q3 2026, an estimated $22.8K.
iShares CMBS ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2861 holding.
Kestra Advisory Services first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 8 quarters since.
Kestra Advisory Services's iShares CMBS ETF position peaked at $516K in Q3 2025.
49 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.