Simplex Trading’s iShares CMBS ETF CMBS Stock Holding History

Simplex Trading’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 Q2	–	Sell	-286	Closed	-$13K	–	8761
2025 Q1	$13K	Hold	286	–	–	﹤0.01%	6889
2024 Q4	$13K	Buy	+286	New	+$13.6K	﹤0.01%	6994
2022 Q3	–	Sell	-200	Closed	-$9K	–	9995
2022 Q2	$9K	Buy	+200	New	+$9.69K	﹤0.01%	8356

Other funds holding CMBS

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Simplex Trading's CMBS Position: Q2 2025 in Review

Simplex Trading sold out of iShares CMBS ETF (CMBS) in Q2 2025, closing a stake of 286 shares — an estimated $13K sold.

Simplex Trading first reported a position in CMBS in Q2 2022 and held it in 3 quarters. The position peaked at $13K in Q1 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2025.

Simplex Trading reported no remaining iShares CMBS ETF position as of Q2 2025 after selling out during the quarter.
Simplex Trading sold 286 iShares CMBS ETF shares in Q2 2025, an estimated $13K.
Simplex Trading first reported a position in iShares CMBS ETF in Q2 2022 and held it in 3 quarters.
Simplex Trading's iShares CMBS ETF position peaked at $13K in Q1 2025.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.