MAM
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MMA Asset Management’s iShares CMBS ETF CMBS Stock Holding History

MMA Asset 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
Q2 		$626K Buy
12,870
+24
+0.2% +$1.17K 0.2% 98
2026
Q1 		$626K Buy
12,846
+1,919
+18% +$94.4K 0.22% 87
2025
Q4 		$536K Buy
10,927
+720
+7% +$35.4K 0.19% 98
2025
Q3 		$501K Buy
10,207
+108
+1% +$5.26K 0.17% 107
2025
Q2 		$492K Buy
+10,099
New +$486K 0.19% 95

Other funds holding CMBS

UBS Group
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
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MMA Asset Management's CMBS Position: Q2 2026 in Review

MMA Asset Management increased its iShares CMBS ETF (CMBS) stake by 0.19% in Q2 2026, buying an estimated $1.17K and bringing the position to 12,870 shares worth $626K. The position accounts for 0.2% of the portfolio, ranked #98.

MMA Asset Management first reported a position in CMBS in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • MMA Asset Management held 12,870 shares of iShares CMBS ETF worth $626K as of Q2 2026.
  • MMA Asset Management bought 24 iShares CMBS ETF shares in Q2 2026, an estimated $1.17K.
  • iShares CMBS ETF made up 0.2% of MMA Asset Management's portfolio in Q2 2026, its #98 holding.
  • MMA Asset Management first reported a position in iShares CMBS ETF in Q2 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.