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Selective Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-3
Closed – – 218
2022
Q3 		$0 Hold
3
– – ﹤0.01% 771
2022
Q2 		$0 Hold
3
– – ﹤0.01% 767
2022
Q1 		$0 Hold
3
– – ﹤0.01% 739
2021
Q4 		$0 Buy
+3
New +$160 ﹤0.01% 667

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Selective Wealth Management's CMBS Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares CMBS ETF (CMBS) in Q4 2022, closing a stake of 3 shares.

Selective Wealth Management first reported a position in CMBS in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 76 funds tracked by Wall St. Rank hold CMBS as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares CMBS ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 3 iShares CMBS ETF shares in Q4 2022.
  • Selective Wealth Management first reported a position in iShares CMBS ETF in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's iShares CMBS ETF position peaked at $0 in Q3 2022.
  • 76 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.