MML Investors Services’s iShares CMBS ETF CMBS Stock Holding History

MML Investors Services’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
2022 Q3	–	Sell	-4,288	Closed	-$206K	–	2086
2022 Q2	$206K	Sell	4,288 -401	-9%	-$19.4K	﹤0.01%	1892
2022 Q1	$234K	Buy	4,689 +804	+21%	+$41.3K	﹤0.01%	1871
2021 Q4	$206K	Buy	+3,885	New	+$208K	﹤0.01%	1910
2020 Q2	–	Sell	-3,958	Closed	-$213K	–	1518
2020 Q1	$213K	Buy	+3,958	New	+$212K	﹤0.01%	1243

Other funds holding CMBS

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

MML Investors Services's CMBS Position: Q3 2022 in Review

MML Investors Services sold out of iShares CMBS ETF (CMBS) in Q3 2022, closing a stake of 4,288 shares — an estimated $206K sold.

MML Investors Services first reported a position in CMBS in Q1 2020 and held it in 4 quarters. The position peaked at $234K in Q1 2022. 85 funds tracked by Wall St. Rank hold CMBS as of Q3 2022.

MML Investors Services reported no remaining iShares CMBS ETF position as of Q3 2022 after selling out during the quarter.
MML Investors Services sold 4,288 iShares CMBS ETF shares in Q3 2022, an estimated $206K.
MML Investors Services first reported a position in iShares CMBS ETF in Q1 2020 and held it in 4 quarters.
MML Investors Services's iShares CMBS ETF position peaked at $234K in Q1 2022.
85 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2022.

Based on MML Investors Services's 13F filing for Q3 2022, filed 14 Nov 2022.