M1FG
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Mach-1 Financial Group’s iShares CMBS ETF CMBS Stock Holding History

Mach-1 Financial Group’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
-8,338
Closed -$409K – 182
2025
Q4 		$409K Buy
+8,338
New +$410K 0.08% 183
2025
Q2 		– Sell
-7,155
Closed -$343K – 230
2025
Q1 		$343K Buy
+7,155
New +$341K 0.1% 163

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

Mach-1 Financial Group's CMBS Position: Q1 2026 in Review

Mach-1 Financial Group sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 8,338 shares — an estimated $409K sold.

Mach-1 Financial Group first reported a position in CMBS in Q1 2025 and held it in 2 quarters. The position peaked at $409K in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Mach-1 Financial Group reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Mach-1 Financial Group sold 8,338 iShares CMBS ETF shares in Q1 2026, an estimated $409K.
  • Mach-1 Financial Group first reported a position in iShares CMBS ETF in Q1 2025 and held it in 2 quarters.
  • Mach-1 Financial Group's iShares CMBS ETF position peaked at $409K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.