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Maia Wealth’s iShares CMBS ETF CMBS Stock Holding History

Maia Wealth’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
Q2 		– Sell
-20,174
Closed -$983K – 358
2026
Q1 		$983K Buy
20,174
+4,880
+32% +$240K 0.17% 148
2025
Q4 		$756K Buy
15,294
+7,279
+91% +$358K 0.13% 173
2025
Q3 		$392K Buy
+8,015
New +$391K 0.07% 239

Other funds holding CMBS

AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Maia Wealth's CMBS Position: Q2 2026 in Review

Maia Wealth sold out of iShares CMBS ETF (CMBS) in Q2 2026, closing a stake of 20,174 shares — an estimated $983K sold.

Maia Wealth first reported a position in CMBS in Q3 2025 and held it in 3 quarters. The position peaked at $983K in Q1 2026. 24 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Maia Wealth reported no remaining iShares CMBS ETF position as of Q2 2026 after selling out during the quarter.
  • Maia Wealth sold 20,174 iShares CMBS ETF shares in Q2 2026, an estimated $983K.
  • Maia Wealth first reported a position in iShares CMBS ETF in Q3 2025 and held it in 3 quarters.
  • Maia Wealth's iShares CMBS ETF position peaked at $983K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.