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LGT Financial Advisors’s iShares CMBS ETF CMBS Stock Holding History

LGT Financial Advisors’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
Q4 		– Sell
-93
Closed -$4.56K – 276
2025
Q3 		$4.56K Hold
93
– – 0.01% 313
2025
Q2 		$4.53K Sell
93
-815
-90% -$39.2K 0.01% 301
2025
Q1 		$43.6K Buy
908
+4
+0.4% +$191 0.13% 108
2024
Q4 		$42.6K Sell
904
-84
-9% -$4K 0.09% 173
2024
Q3 		$48.4K Sell
988
-4,249
-81% -$204K 0.12% 117
2024
Q2 		$246K Sell
5,237
-37,307
-88% -$1.73M 0.52% 42
2024
Q1 		$2M Buy
42,544
+42
+0.1% +$1.96K 2.33% 7
2023
Q4 		$1.99M Buy
42,502
+163
+0.4% +$7.38K 2.43% 5
2023
Q3 		$1.91M Sell
42,339
-13,506
-24% -$614K 2.42% 5
2023
Q2 		$2.56M Buy
+55,845
New +$2.59M 2.73% 6
2023
Q1 		– Sell
-80,142
Closed -$3.68M – 103
2022
Q4 		$3.68M Buy
+80,142
New +$3.66M 4.33% 5

Other funds holding CMBS

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HW
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LGT Financial Advisors's CMBS Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares CMBS ETF (CMBS) in Q4 2025, closing a stake of 93 shares — an estimated $4.56K sold.

LGT Financial Advisors first reported a position in CMBS in Q4 2022 and held it in 11 quarters. The position peaked at $3.68M in Q4 2022. 94 funds tracked by Wall St. Rank hold CMBS as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares CMBS ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 93 iShares CMBS ETF shares in Q4 2025, an estimated $4.56K.
  • LGT Financial Advisors first reported a position in iShares CMBS ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares CMBS ETF position peaked at $3.68M in Q4 2022.
  • 94 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.