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P.J. Schmidt Investment Management (PJS)’s iShares CMBS ETF CMBS Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$4.67M Sell
95,881
-330
-0.3% -$16.2K 0.79% 37
2025
Q4 		$4.72M Buy
96,211
+854
+0.9% +$42K 0.77% 36
2025
Q3 		$4.68M Buy
95,357
+4,153
+5% +$202K 0.77% 37
2025
Q2 		$4.44M Buy
+91,204
New +$4.39M 0.77% 41
2023
Q4 		– Sell
-75,815
Closed -$3.36M – 171
2023
Q3 		$3.36M Sell
75,815
-24,836
-25% -$1.13M 0.72% 42
2023
Q2 		$4.61M Sell
100,651
-36,113
-26% -$1.67M 0.92% 32
2023
Q1 		$6.39M Buy
136,764
+32,780
+32% +$1.53M 1.34% 23
2022
Q4 		$4.77M Buy
103,984
+38,126
+58% +$1.74M 1.08% 30
2022
Q3 		$2.96M Buy
65,858
+5,367
+9% +$256K 0.71% 41
2022
Q2 		$2.9M Buy
+60,491
New +$2.93M 0.63% 44

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

P.J. Schmidt Investment Management (PJS)'s CMBS Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its iShares CMBS ETF (CMBS) stake by 0.34% in Q1 2026, selling an estimated $16.2K and leaving 95,881 shares worth $4.67M. The position accounts for 0.79% of the portfolio, ranked #37.

P.J. Schmidt Investment Management (PJS) first reported a position in CMBS in Q2 2022 and has held it in 10 quarters since. The position peaked at $6.39M in Q1 2023. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • P.J. Schmidt Investment Management (PJS) held 95,881 shares of iShares CMBS ETF worth $4.67M as of Q1 2026.
  • P.J. Schmidt Investment Management (PJS) sold 330 iShares CMBS ETF shares in Q1 2026, an estimated $16.2K.
  • iShares CMBS ETF made up 0.79% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #37 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares CMBS ETF in Q2 2022 and has held it in 10 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s iShares CMBS ETF position peaked at $6.39M in Q1 2023.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.