Q1WB
CMBS icon

Quest 10 Wealth Builders’s iShares CMBS ETF CMBS Stock Holding History

Quest 10 Wealth Builders’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 		$9.39K Buy
193
+36
+23% +$1.75K 0.01% 459
2026
Q1 		$7.65K Buy
157
+141
+881% +$6.94K 0.01% 482
2025
Q4 		$785 Hold
16
– – ﹤0.01% 653
2025
Q3 		$785 Hold
16
– – ﹤0.01% 735
2025
Q2 		$780 Sell
16
-26
-62% -$1.25K ﹤0.01% 646
2025
Q1 		$2.02K Buy
42
+13
+45% +$620 ﹤0.01% 563
2024
Q4 		$1.37K Buy
+29
New +$1.38K ﹤0.01% 630

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
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Quest 10 Wealth Builders's CMBS Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares CMBS ETF (CMBS) stake by 23% in Q2 2026, buying an estimated $1.75K and bringing the position to 193 shares worth $9.39K. The position accounts for 0.01% of the portfolio, ranked #459.

Quest 10 Wealth Builders first reported a position in CMBS in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Quest 10 Wealth Builders held 193 shares of iShares CMBS ETF worth $9.39K as of Q2 2026.
  • Quest 10 Wealth Builders bought 36 iShares CMBS ETF shares in Q2 2026, an estimated $1.75K.
  • iShares CMBS ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #459 holding.
  • Quest 10 Wealth Builders first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.