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
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 $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
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 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

Quest 10 Wealth Builders's CMBS Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its iShares CMBS ETF (CMBS) stake by 881% in Q1 2026, buying an estimated $6.94K and bringing the position to 157 shares worth $7.65K. The position accounts for 0.01% of the portfolio, ranked #482.

Quest 10 Wealth Builders first reported a position in CMBS in Q4 2024 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Quest 10 Wealth Builders held 157 shares of iShares CMBS ETF worth $7.65K as of Q1 2026.
  • Quest 10 Wealth Builders bought 141 iShares CMBS ETF shares in Q1 2026, an estimated $6.94K.
  • iShares CMBS ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #482 holding.
  • Quest 10 Wealth Builders first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.