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Signature Equity Partners’s iShares CMBS ETF CMBS Stock Holding History

Signature Equity Partners’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
Q2 		$7.05K Sell
145
-153
-51% -$7.45K ﹤0.01% 911
2026
Q1 		$14.5K Buy
298
+1
+0.3% +$49 0.01% 721
2025
Q4 		$14.6K Buy
+297
New +$14.6K 0.01% 733

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AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Signature Equity Partners's CMBS Position: Q2 2026 in Review

Signature Equity Partners reduced its iShares CMBS ETF (CMBS) stake by 51% in Q2 2026, selling an estimated $7.45K and leaving 145 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Signature Equity Partners first reported a position in CMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.6K in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Signature Equity Partners held 145 shares of iShares CMBS ETF worth $7.05K as of Q2 2026.
  • Signature Equity Partners sold 153 iShares CMBS ETF shares in Q2 2026, an estimated $7.45K.
  • iShares CMBS ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #911 holding.
  • Signature Equity Partners first reported a position in iShares CMBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's iShares CMBS ETF position peaked at $14.6K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.