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 Q3	$1.76M	Buy	37,162 +6,448	+21%	+$310K	0.31%	40
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

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Matthew Hamilton Rosenberg's CMBS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares CMBS ETF (CMBS) stake by 21% in Q3 2026, buying an estimated $310K and bringing the position to 37,162 shares worth $1.76M. The position accounts for 0.31% of the portfolio, ranked #40.

Matthew Hamilton Rosenberg first reported a position in CMBS in Q4 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

Matthew Hamilton Rosenberg held 37,162 shares of iShares CMBS ETF worth $1.76M as of Q3 2026.
Matthew Hamilton Rosenberg bought 6,448 iShares CMBS ETF shares in Q3 2026, an estimated $310K.
iShares CMBS ETF made up 0.31% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #40 holding.
Matthew Hamilton Rosenberg first reported a position in iShares CMBS ETF in Q4 2023 and has held it in 12 quarters since.
16 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.