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Laurel Wealth Advisors (North Carolina)’s iShares CMBS ETF CMBS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-66
Closed -$3.24K – 283
2025
Q4 		$3.24K Buy
+66
New +$3.24K ﹤0.01% 582
2025
Q2 		– Sell
-66
Closed -$3.17K – 286
2025
Q1 		$3.17K Hold
66
– – ﹤0.01% 576
2024
Q4 		$3.12K Hold
66
– – ﹤0.01% 598
2024
Q3 		$3.23K Hold
66
– – ﹤0.01% 556
2024
Q2 		$3.1K Hold
66
– – ﹤0.01% 524
2024
Q1 		$3.11K Hold
66
– – ﹤0.01% 525
2023
Q4 		$3.09K Hold
66
– – ﹤0.01% 488
2023
Q3 		$2.97K Hold
66
– – ﹤0.01% 487
2023
Q2 		$3.03K Hold
66
– – ﹤0.01% 492
2023
Q1 		$3.05K Buy
+66
New +$3.07K ﹤0.01% 489

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CMBS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 66 shares — an estimated $3.24K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CMBS in Q1 2023 and held it in 10 quarters. The position peaked at $3.24K in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 66 iShares CMBS ETF shares in Q1 2026, an estimated $3.24K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares CMBS ETF in Q1 2023 and held it in 10 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares CMBS ETF position peaked at $3.24K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.