PRI
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.62M Buy
156,402
+96,333
+160% +$4.69M 4.49% 7
2025
Q1 		$2.88M Buy
+60,069
New +$2.88M 1.84% 15