Matthew Hamilton Rosenberg’s iShares CMBS ETF CMBS Stock Holding History

Matthew Hamilton Rosenberg’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	$1.49M	Buy	30,714 +3,280	+12%	+$160K	0.28%	42
2026 Q1	$1.34M	Buy	27,434 +2,976	+12%	+$146K	0.27%	46
2025 Q4	$1.2M	Buy	24,458 +5,354	+28%	+$263K	0.25%	45
2025 Q3	$937K	Buy	19,104 +3,020	+19%	+$147K	0.2%	52
2025 Q2	$784K	Sell	16,084 -1,571	-9%	-$75.6K	0.18%	56
2025 Q1	$847K	Buy	17,655 +2,558	+17%	+$122K	0.21%	52
2024 Q4	$713K	Buy	15,097 +2,168	+17%	+$103K	0.19%	54
2024 Q3	$633K	Buy	12,929 +2,651	+26%	+$127K	0.17%	65
2024 Q2	$479K	Buy	10,278 +6,242	+155%	+$290K	0.14%	73
2024 Q1	$189K	Buy	4,036 +2,469	+158%	+$115K	0.05%	198
2023 Q4	$73.3K	Buy	+1,567	New	+$70.9K	0.02%	362

Other funds holding CMBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's CMBS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its iShares CMBS ETF (CMBS) stake by 12% in Q2 2026, buying an estimated $160K and bringing the position to 30,714 shares worth $1.49M. The position accounts for 0.28% of the portfolio, ranked #42.

Matthew Hamilton Rosenberg first reported a position in CMBS in Q4 2023 and has held it in 11 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Matthew Hamilton Rosenberg held 30,714 shares of iShares CMBS ETF worth $1.49M as of Q2 2026.
Matthew Hamilton Rosenberg bought 3,280 iShares CMBS ETF shares in Q2 2026, an estimated $160K.
iShares CMBS ETF made up 0.28% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #42 holding.
Matthew Hamilton Rosenberg first reported a position in iShares CMBS ETF in Q4 2023 and has held it in 11 quarters since.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.