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Realta Investment Advisors’s iShares CMBS ETF CMBS Stock Holding History

Realta Investment Advisors’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
2025
Q1 		– Sell
-1
Closed -$47 – 326
2024
Q4 		$47 Hold
1
– – ﹤0.01% 339
2024
Q3 		$48 Sell
1
-83
-99% -$3.98K ﹤0.01% 356
2024
Q2 		$3.94K Hold
84
– – ﹤0.01% 734
2024
Q1 		$3.96K Buy
+84
New +$3.93K ﹤0.01% 757
2023
Q4 		– Sell
-84
Closed -$3.85K – 483
2023
Q3 		$3.85K Hold
84
– – ﹤0.01% 729
2023
Q2 		$3.85K Buy
+84
New +$3.89K ﹤0.01% 779
2023
Q1 		– Sell
-644
Closed -$29.6K – 473
2022
Q4 		$29.6K Hold
644
– – 0.01% 603
2022
Q3 		$30K Buy
+644
New +$30.7K 0.01% 578
2020
Q1 		– Sell
-84
Closed -$5K – 488
2019
Q4 		$5K Hold
84
– – ﹤0.01% 1327
2019
Q3 		$5K Hold
84
– – ﹤0.01% 1308
2019
Q2 		$4K Hold
84
– – ﹤0.01% 1411
2019
Q1 		$4K Buy
+84
New +$4.26K ﹤0.01% 1103

Other funds holding CMBS

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Realta Investment Advisors's CMBS Position: Q1 2025 in Review

Realta Investment Advisors sold out of iShares CMBS ETF (CMBS) in Q1 2025, closing a stake of 1 share — an estimated $47 sold.

Realta Investment Advisors first reported a position in CMBS in Q1 2019 and held it in 12 quarters. The position peaked at $30K in Q3 2022. 87 funds tracked by Wall St. Rank hold CMBS as of Q1 2025.

  • Realta Investment Advisors reported no remaining iShares CMBS ETF position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 1 iShares CMBS ETF share in Q1 2025, an estimated $47.
  • Realta Investment Advisors first reported a position in iShares CMBS ETF in Q1 2019 and held it in 12 quarters.
  • Realta Investment Advisors's iShares CMBS ETF position peaked at $30K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.