Pathstone Family Office’s iShares CMBS ETF CMBS Stock Holding History

Pathstone Family Office’s Portfolio CMBS Stock Details CMBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$21.2M	Sell
2023 Q2	$27.6M	Sell
2023 Q1	$27.8M	Sell
2022 Q4	$34.5M	Sell
2022 Q3	$50.4M	Buy
2022 Q2	$27.4M	Buy