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 Q3	$1.18K	Buy
2025 Q1	–	Sell
2024 Q4	$614	Hold
2024 Q3	$636	Buy
2016 Q1	–	Sell
2015 Q4	$1K	Buy