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Peterson Financial Group’s iShares CMBS ETF CMBS Stock Holding History

Peterson Financial Group’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
2024
Q3 		$81 Buy
+2
New +$96 ﹤0.01% 429

Other funds holding CMBS

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Peterson Financial Group's CMBS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares CMBS ETF (CMBS) in Q3 2024: 2 shares worth $81. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings.

83 funds tracked by Wall St. Rank hold CMBS as of Q3 2024.

  • Peterson Financial Group held 2 shares of iShares CMBS ETF worth $81 as of Q3 2024.
  • iShares CMBS ETF was a new Peterson Financial Group position in Q3 2024.
  • iShares CMBS ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #429 holding.
  • 83 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.