Simplicity Wealth’s iShares CMBS ETF CMBS Stock Holding History

Simplicity Wealth’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	-4,354	Closed	-$231K	–	68
2021 Q4	$231K	Buy	+4,354	New	+$233K	0.12%	60

Other funds holding CMBS

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

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

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 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 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

Simplicity Wealth's CMBS Position: Q1 2022 in Review

Simplicity Wealth sold out of iShares CMBS ETF (CMBS) in Q1 2022, closing a stake of 4,354 shares — an estimated $231K sold.

Simplicity Wealth first reported a position in CMBS in Q4 2021 and held it in 1 quarter. The position peaked at $231K in Q4 2021. 98 funds tracked by Wall St. Rank hold CMBS as of Q1 2022.

Simplicity Wealth reported no remaining iShares CMBS ETF position as of Q1 2022 after selling out during the quarter.
Simplicity Wealth sold 4,354 iShares CMBS ETF shares in Q1 2022, an estimated $231K.
Simplicity Wealth first reported a position in iShares CMBS ETF in Q4 2021 and held it in 1 quarter.
Simplicity Wealth's iShares CMBS ETF position peaked at $231K in Q4 2021.
98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2022.

Based on Simplicity Wealth's 13F filing for Q1 2022, filed 20 May 2022.