RI
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Ridgewood Investments’s iShares CMBS ETF CMBS Stock Holding History

Ridgewood Investments’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 		$337K Buy
+6,907
New +$340K 0.14% 172
2025
Q3 		$397K Sell
8,094
-134
-2% -$6.53K 0.17% 150
2025
Q2 		$401K Sell
8,228
-447
-5% -$21.5K 0.17% 137
2025
Q1 		$416K Sell
8,675
-578
-6% -$27.6K 0.19% 129
2024
Q4 		$437K Sell
9,253
-1,939
-17% -$92.3K 0.21% 120
2024
Q3 		$548K Sell
11,192
-507
-4% -$24.3K 0.27% 101
2024
Q2 		$549K Sell
11,699
-251
-2% -$11.7K 0.27% 105
2024
Q1 		$563K Buy
11,950
+1,384
+13% +$64.7K 0.3% 106
2023
Q4 		$494K Buy
10,566
+1,354
+15% +$61.3K 0.29% 108
2023
Q3 		$415K Hold
9,212
– – 0.27% 114
2023
Q2 		$422K Buy
9,212
+534
+6% +$24.7K 0.24% 115
2023
Q1 		$401K Buy
8,678
+1,590
+22% +$74K 0.25% 110
2022
Q4 		$325K Sell
7,088
-230
-3% -$10.5K 0.23% 136
2022
Q3 		$336K Buy
7,318
+509
+7% +$24.3K 0.28% 120
2022
Q2 		$328K Sell
6,809
-215
-3% -$10.4K 0.26% 128
2022
Q1 		$350K Buy
7,024
+596
+9% +$30.6K 0.23% 134
2021
Q4 		$341K Buy
6,428
+535
+9% +$28.6K 0.22% 137
2021
Q3 		$319K Buy
5,893
+675
+13% +$36.8K 0.22% 135
2021
Q2 		$284K Sell
5,218
-661
-11% -$35.9K 0.18% 150
2021
Q1 		$317K Buy
+5,879
New +$321K 0.19% 143

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 $733M AUM 15.09% 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 $636M AUM 25.81% 1-Year Est. Return

Ridgewood Investments's CMBS Position: Q1 2026 in Review

Ridgewood Investments opened a new position in iShares CMBS ETF (CMBS) in Q1 2026: 6,907 shares worth $337K. The stake represents 0.14% of the portfolio and ranks #172 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in CMBS as recently as Q3 2025.

Ridgewood Investments first reported a position in CMBS in Q1 2021 and has held it in 20 quarters since. The position peaked at $563K in Q1 2024. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Ridgewood Investments held 6,907 shares of iShares CMBS ETF worth $337K as of Q1 2026.
  • iShares CMBS ETF was a new Ridgewood Investments position in Q1 2026.
  • iShares CMBS ETF made up 0.14% of Ridgewood Investments's portfolio in Q1 2026, its #172 holding.
  • Ridgewood Investments first reported a position in iShares CMBS ETF in Q1 2021 and has held it in 20 quarters since.
  • Ridgewood Investments's iShares CMBS ETF position peaked at $563K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.