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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
10,043
+4,551
+83% +$222K ﹤0.01% 1965
2025
Q1
$264K Sell
5,492
-947
-15% -$45.5K ﹤0.01% 2263
2024
Q4
$304K Buy
+6,439
New +$304K ﹤0.01% 2195