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PKS Advisory Services’s iShares CMBS ETF CMBS Stock Holding History

PKS Advisory Services’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
2025
Q1 		– Sell
-11,015
Closed -$520K – 248
2024
Q4 		$520K Buy
+11,015
New +$524K 0.13% 137

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HW
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PKS Advisory Services's CMBS Position: Q1 2025 in Review

PKS Advisory Services sold out of iShares CMBS ETF (CMBS) in Q1 2025, closing a stake of 11,015 shares — an estimated $520K sold.

PKS Advisory Services first reported a position in CMBS in Q4 2024 and held it in 1 quarter. The position peaked at $520K in Q4 2024. 87 funds tracked by Wall St. Rank hold CMBS as of Q1 2025.

  • PKS Advisory Services reported no remaining iShares CMBS ETF position as of Q1 2025 after selling out during the quarter.
  • PKS Advisory Services sold 11,015 iShares CMBS ETF shares in Q1 2025, an estimated $520K.
  • PKS Advisory Services first reported a position in iShares CMBS ETF in Q4 2024 and held it in 1 quarter.
  • PKS Advisory Services's iShares CMBS ETF position peaked at $520K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2025.

Based on PKS Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.