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Plante Moran Financial Advisors’s iShares CMBS ETF CMBS Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-24
Closed -$1.18K – 827
2025
Q3 		$1.18K Buy
+24
New +$1.17K ﹤0.01% 693
2025
Q1 		– Sell
-13
Closed -$614 – 823
2024
Q4 		$614 Hold
13
– – ﹤0.01% 841
2024
Q3 		$636 Buy
+13
New +$623 ﹤0.01% 806
2016
Q1 		– Sell
-11
Closed -$1K – 877
2015
Q4 		$1K Buy
+11
New +$563 ﹤0.01% 898

Other funds holding CMBS

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Plante Moran Financial Advisors's CMBS Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of iShares CMBS ETF (CMBS) in Q4 2025, closing a stake of 24 shares — an estimated $1.18K sold.

Plante Moran Financial Advisors first reported a position in CMBS in Q4 2015 and held it in 4 quarters. The position peaked at $1.18K in Q3 2025. 94 funds tracked by Wall St. Rank hold CMBS as of Q4 2025.

  • Plante Moran Financial Advisors reported no remaining iShares CMBS ETF position as of Q4 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 24 iShares CMBS ETF shares in Q4 2025, an estimated $1.18K.
  • Plante Moran Financial Advisors first reported a position in iShares CMBS ETF in Q4 2015 and held it in 4 quarters.
  • Plante Moran Financial Advisors's iShares CMBS ETF position peaked at $1.18K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.