Ocean Park Asset Management’s iShares CMBS ETF CMBS Stock Holding History

Ocean Park 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	$3.08M	Hold	63,286	–	–	0.15%	58
2026 Q1	$3.08M	Hold	63,286	–	–	0.18%	43
2025 Q4	$3.11M	Hold	63,286	–	–	0.15%	54
2025 Q3	$3.11M	Hold	63,286	–	–	0.13%	66
2025 Q2	$3.04M	Hold	63,286	–	–	0.11%	52
2025 Q1	$3.04M	Buy	63,286 +16,700	+36%	+$796K	0.11%	52
2024 Q4	$2.2M	Buy	+46,586	New	+$2.22M	0.07%	54

Other funds holding CMBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ocean Park Asset Management's CMBS Position: Q2 2026 in Review

Ocean Park Asset Management held its iShares CMBS ETF (CMBS) position steady in Q2 2026 at 63,286 shares worth $3.08M. The position accounts for 0.15% of the portfolio, ranked #58.

Ocean Park Asset Management first reported a position in CMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q4 2025. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Ocean Park Asset Management held 63,286 shares of iShares CMBS ETF worth $3.08M as of Q2 2026.
Ocean Park Asset Management left its iShares CMBS ETF share count unchanged in Q2 2026.
iShares CMBS ETF made up 0.15% of Ocean Park Asset Management's portfolio in Q2 2026, its #58 holding.
Ocean Park Asset Management first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 7 quarters since.
Ocean Park Asset Management's iShares CMBS ETF position peaked at $3.11M in Q4 2025.
91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.