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
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 $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

MMA Asset Management's CMBS Position: Q1 2026 in Review

MMA Asset Management increased its iShares CMBS ETF (CMBS) stake by 18% in Q1 2026, buying an estimated $94.4K and bringing the position to 12,846 shares worth $626K. The position accounts for 0.22% of the portfolio, ranked #87.

MMA Asset Management first reported a position in CMBS in Q2 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • MMA Asset Management held 12,846 shares of iShares CMBS ETF worth $626K as of Q1 2026.
  • MMA Asset Management bought 1,919 iShares CMBS ETF shares in Q1 2026, an estimated $94.4K.
  • iShares CMBS ETF made up 0.22% of MMA Asset Management's portfolio in Q1 2026, its #87 holding.
  • MMA Asset Management first reported a position in iShares CMBS ETF in Q2 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.