Rise Advisors’s iShares CMBS ETF CMBS Stock Holding History

Rise 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 Q3	–	Sell	-36	Closed	-$1.75K	–	1542
2025 Q2	$1.75K	Buy	+36	New	+$1.73K	﹤0.01%	1207

Other funds holding CMBS

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Rise Advisors's CMBS Position: Q3 2025 in Review

Rise Advisors sold out of iShares CMBS ETF (CMBS) in Q3 2025, closing a stake of 36 shares — an estimated $1.75K sold.

Rise Advisors first reported a position in CMBS in Q2 2025 and held it in 1 quarter. The position peaked at $1.75K in Q2 2025. 96 funds tracked by Wall St. Rank hold CMBS as of Q3 2025.

Rise Advisors reported no remaining iShares CMBS ETF position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 36 iShares CMBS ETF shares in Q3 2025, an estimated $1.75K.
Rise Advisors first reported a position in iShares CMBS ETF in Q2 2025 and held it in 1 quarter.
Rise Advisors's iShares CMBS ETF position peaked at $1.75K in Q2 2025.
96 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.