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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13	Closed	-$614	–	825
2024 Q4	$614	Hold	13	–	–	﹤0.01%	841
2024 Q3	$636	Buy	+13	New	+$636	﹤0.01%	806
2016 Q1	–	Sell	-11	Closed	-$1K	–	877
2015 Q4	$1K	Buy	+11	New	+$1K	﹤0.01%	898