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&Partners’s iShares CMBS ETF CMBS Stock Holding History

&Partners’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 		$623K Sell
12,779
-4,540
-26% -$223K ﹤0.01% 1575
2025
Q4 		$603K Buy
17,319
+6,880
+66% +$338K ﹤0.01% 1503
2025
Q3 		$523K Buy
10,439
+1,330
+15% +$64.8K ﹤0.01% 1419
2025
Q2 		$444K Buy
9,109
+3,410
+60% +$164K ﹤0.01% 1411
2025
Q1 		$274K Buy
+5,699
New +$272K ﹤0.01% 1451

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

&Partners's CMBS Position: Q1 2026 in Review

&Partners reduced its iShares CMBS ETF (CMBS) stake by 26% in Q1 2026, selling an estimated $223K and leaving 12,779 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

&Partners first reported a position in CMBS in Q1 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • &Partners held 12,779 shares of iShares CMBS ETF worth $623K as of Q1 2026.
  • &Partners sold 4,540 iShares CMBS ETF shares in Q1 2026, an estimated $223K.
  • iShares CMBS ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1575 holding.
  • &Partners first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.