PRI
CMBS icon

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
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 $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prepared Retirement Institute's CMBS Position: Q1 2026 in Review

Prepared Retirement Institute increased its iShares CMBS ETF (CMBS) stake by 6.7% in Q1 2026, buying an estimated $789K and bringing the position to 256,714 shares worth $12.5M. The position accounts for 6.21% of the portfolio, ranked #5.

Prepared Retirement Institute first reported a position in CMBS in Q1 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Prepared Retirement Institute held 256,714 shares of iShares CMBS ETF worth $12.5M as of Q1 2026.
  • Prepared Retirement Institute bought 16,036 iShares CMBS ETF shares in Q1 2026, an estimated $789K.
  • iShares CMBS ETF made up 6.21% of Prepared Retirement Institute's portfolio in Q1 2026, its #5 holding.
  • Prepared Retirement Institute first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.