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 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 $666B AUM 30.12% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Central Bank & Trust Lexington, Kentucky $636M AUM 25.81% 1-Year Est. Return