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Redhawk Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

Redhawk Wealth 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
2024
Q4 		– Sell
-228,037
Closed -$11.2M – 303
2024
Q3 		$11.2M Buy
+228,037
New +$10.9M 1.59% 16

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Redhawk Wealth Advisors's CMBS Position: Q4 2024 in Review

Redhawk Wealth Advisors sold out of iShares CMBS ETF (CMBS) in Q4 2024, closing a stake of 228,037 shares — an estimated $11.2M sold.

Redhawk Wealth Advisors first reported a position in CMBS in Q3 2024 and held it in 1 quarter. The position peaked at $11.2M in Q3 2024. 94 funds tracked by Wall St. Rank hold CMBS as of Q4 2024.

  • Redhawk Wealth Advisors reported no remaining iShares CMBS ETF position as of Q4 2024 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 228,037 iShares CMBS ETF shares in Q4 2024, an estimated $11.2M.
  • Redhawk Wealth Advisors first reported a position in iShares CMBS ETF in Q3 2024 and held it in 1 quarter.
  • Redhawk Wealth Advisors's iShares CMBS ETF position peaked at $11.2M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.