MCM
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MidAtlantic Capital Management’s iShares CMBS ETF CMBS Stock Holding History

MidAtlantic Capital Management’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
-849
Closed -$41.7K – 108
2025
Q4 		$41.7K Buy
+849
New +$41.7K 0.03% 158
2025
Q1 		– Sell
-1,064
Closed -$50.2K – 104
2024
Q4 		$50.2K Buy
1,064
+420
+65% +$20K 0.04% 134
2024
Q3 		$31.5K Buy
644
+263
+69% +$12.6K 0.02% 152
2024
Q2 		$17.9K Hold
381
– – 0.02% 174
2024
Q1 		$17.9K Hold
381
– – 0.02% 184
2023
Q4 		$17.8K Buy
+381
New +$17.2K 0.02% 179

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

MidAtlantic Capital Management's CMBS Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 849 shares — an estimated $41.7K sold.

MidAtlantic Capital Management first reported a position in CMBS in Q4 2023 and held it in 6 quarters. The position peaked at $50.2K in Q4 2024. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 849 iShares CMBS ETF shares in Q1 2026, an estimated $41.7K.
  • MidAtlantic Capital Management first reported a position in iShares CMBS ETF in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's iShares CMBS ETF position peaked at $50.2K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.