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 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

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

Kestra Advisory Services's CMBS Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares CMBS ETF (CMBS) stake by 43% in Q1 2026, selling an estimated $220K and leaving 6,038 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Kestra Advisory Services first reported a position in CMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $516K in Q3 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

Kestra Advisory Services held 6,038 shares of iShares CMBS ETF worth $294K as of Q1 2026.
Kestra Advisory Services sold 4,464 iShares CMBS ETF shares in Q1 2026, an estimated $220K.
iShares CMBS ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2644 holding.
Kestra Advisory Services first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 6 quarters since.
Kestra Advisory Services's iShares CMBS ETF position peaked at $516K in Q3 2025.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.