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Prepared Retirement Institute’s iShares CMBS ETF CMBS Stock Holding History

Prepared Retirement Institute’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
2026
Q2 		$12.7M Buy
261,927
+5,213
+2% +$254K 5.42% 6
2026
Q1 		$12.5M Buy
256,714
+16,036
+7% +$789K 6.21% 5
2025
Q4 		$11.8M Sell
240,678
-3,106
-1% -$153K 5.94% 5
2025
Q3 		$12M Buy
243,784
+87,382
+56% +$4.26M 6.24% 5
2025
Q2 		$7.62M Buy
156,402
+96,333
+160% +$4.64M 4.49% 7
2025
Q1 		$2.88M Buy
+60,069
New +$2.86M 1.84% 15

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Prepared Retirement Institute's CMBS Position: Q2 2026 in Review

Prepared Retirement Institute increased its iShares CMBS ETF (CMBS) stake by 2% in Q2 2026, buying an estimated $254K and bringing the position to 261,927 shares worth $12.7M. The position accounts for 5.42% of the portfolio, ranked #6.

Prepared Retirement Institute first reported a position in CMBS in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Prepared Retirement Institute held 261,927 shares of iShares CMBS ETF worth $12.7M as of Q2 2026.
  • Prepared Retirement Institute bought 5,213 iShares CMBS ETF shares in Q2 2026, an estimated $254K.
  • iShares CMBS ETF made up 5.42% of Prepared Retirement Institute's portfolio in Q2 2026, its #6 holding.
  • Prepared Retirement Institute first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.