Lehman & Derafelo Financial Resources’s iShares CMBS ETF CMBS Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-300	Closed	-$14K	–	117
2022 Q3	$14K	Hold	300	–	–	﹤0.01%	158
2022 Q2	$14K	Buy	+300	New	+$14.5K	﹤0.01%	163
2021 Q4	–	Sell	-300	Closed	-$16K	–	118
2021 Q3	$16K	Hold	300	–	–	0.01%	161
2021 Q2	$16K	Hold	300	–	–	﹤0.01%	187
2021 Q1	$16K	Hold	300	–	–	﹤0.01%	183
2020 Q4	$17K	Hold	300	–	–	0.01%	178
2020 Q3	$17K	Hold	300	–	–	0.01%	210
2020 Q2	$16K	Hold	300	–	–	0.01%	201
2020 Q1	$16K	Hold	300	–	–	0.01%	145
2019 Q4	$16K	Hold	300	–	–	0.01%	162
2019 Q3	$16K	Hold	300	–	–	0.01%	150
2019 Q2	$16K	Hold	300	–	–	0.01%	145
2019 Q1	$15K	Hold	300	–	–	0.01%	146
2018 Q4	$15K	Buy	+300	New	+$14.8K	0.01%	137

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lehman & Derafelo Financial Resources's CMBS Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares CMBS ETF (CMBS) in Q4 2022, closing a stake of 300 shares — an estimated $14K sold.

Lehman & Derafelo Financial Resources first reported a position in CMBS in Q4 2018 and held it in 14 quarters. The position peaked at $17K in Q4 2020. 76 funds tracked by Wall St. Rank hold CMBS as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares CMBS ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 300 iShares CMBS ETF shares in Q4 2022, an estimated $14K.
Lehman & Derafelo Financial Resources first reported a position in iShares CMBS ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares CMBS ETF position peaked at $17K in Q4 2020.
76 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.