LWM
CMBS icon

Laidlaw Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Laidlaw Wealth Management’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
2025
Q1 		– Sell
-47,764
Closed -$2.25M – 70
2024
Q4 		$2.25M Buy
47,764
+13,158
+38% +$627K 0.98% 27
2024
Q3 		$1.69M Sell
34,606
-429
-1% -$20.6K 0.84% 35
2024
Q2 		$1.64M Buy
35,035
+3,243
+10% +$151K 0.9% 32
2024
Q1 		$1.5M Buy
31,792
+5,171
+19% +$242K 0.84% 35
2023
Q4 		$1.25M Sell
26,621
-11,955
-31% -$541K 0.45% 66
2023
Q3 		$1.74M Sell
38,576
-2,782
-7% -$127K 0.57% 48
2023
Q2 		$1.9M Buy
41,358
+348
+0.8% +$16.1K 0.37% 69
2023
Q1 		$1.89M Buy
41,010
+6,529
+19% +$304K 0.39% 69
2022
Q4 		$1.58M Sell
34,481
-1,204
-3% -$55K 0.34% 84
2022
Q3 		$1.64M Buy
35,685
+7,602
+27% +$363K 0.38% 74
2022
Q2 		$1.35M Buy
+28,083
New +$1.36M 0.28% 103

Other funds holding CMBS

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laidlaw Wealth Management's CMBS Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares CMBS ETF (CMBS) in Q1 2025, closing a stake of 47,764 shares — an estimated $2.25M sold.

Laidlaw Wealth Management first reported a position in CMBS in Q2 2022 and held it in 11 quarters. The position peaked at $2.25M in Q4 2024. 87 funds tracked by Wall St. Rank hold CMBS as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares CMBS ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 47,764 iShares CMBS ETF shares in Q1 2025, an estimated $2.25M.
  • Laidlaw Wealth Management first reported a position in iShares CMBS ETF in Q2 2022 and held it in 11 quarters.
  • Laidlaw Wealth Management's iShares CMBS ETF position peaked at $2.25M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.