SFS
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Security Financial Services’s iShares CMBS ETF CMBS Stock Holding History

Security Financial Services’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
2022
Q1 		– Sell
-4,503
Closed -$239K – 138
2021
Q4 		$239K Buy
+4,503
New +$241K 0.08% 123

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Security Financial Services's CMBS Position: Q1 2022 in Review

Security Financial Services sold out of iShares CMBS ETF (CMBS) in Q1 2022, closing a stake of 4,503 shares — an estimated $239K sold.

Security Financial Services first reported a position in CMBS in Q4 2021 and held it in 1 quarter. The position peaked at $239K in Q4 2021. 98 funds tracked by Wall St. Rank hold CMBS as of Q1 2022.

  • Security Financial Services reported no remaining iShares CMBS ETF position as of Q1 2022 after selling out during the quarter.
  • Security Financial Services sold 4,503 iShares CMBS ETF shares in Q1 2022, an estimated $239K.
  • Security Financial Services first reported a position in iShares CMBS ETF in Q4 2021 and held it in 1 quarter.
  • Security Financial Services's iShares CMBS ETF position peaked at $239K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2022.

Based on Security Financial Services's 13F filing for Q1 2022, filed 19 Apr 2022.