Sound Income Strategies’s CBL Properties CBL Stock Holding History

Sound Income Strategies’s Portfolio CBL Stock Details CBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-92	Closed	-$3.62K	–	774
2026 Q1	$3.62K	Hold	92	–	–	﹤0.01%	1961
2025 Q4	$3.33K	Sell	92 -4	-4%	-$131	﹤0.01%	1977
2025 Q3	$2.79K	Hold	96	–	–	﹤0.01%	1293
2025 Q2	$2.44K	Hold	96	–	–	﹤0.01%	1231
2025 Q1	$2.55K	Hold	96	–	–	﹤0.01%	1193
2024 Q4	$2.82K	Sell	96 -1	-1%	-$28	﹤0.01%	1103
2024 Q3	$2.44K	Hold	97	–	–	﹤0.01%	1094
2024 Q2	$2.27K	Hold	97	–	–	﹤0.01%	1091
2024 Q1	$2.22K	Hold	97	–	–	﹤0.01%	1040
2023 Q4	$2.37K	Hold	97	–	–	﹤0.01%	1029
2023 Q3	$2.04K	Sell	97 -5	-5%	-$109	﹤0.01%	904
2023 Q2	$2.25K	Hold	102	–	–	﹤0.01%	874
2023 Q1	$2.62K	Buy	+102	New	+$2.61K	﹤0.01%	798

Other funds holding CBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's CBL Position: Q2 2026 in Review

Sound Income Strategies sold out of CBL Properties (CBL) in Q2 2026, closing a stake of 92 shares — an estimated $3.62K sold.

Sound Income Strategies first reported a position in CBL in Q1 2023 and held it in 13 quarters. The position peaked at $3.62K in Q1 2026. 120 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

Sound Income Strategies reported no remaining CBL Properties position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 92 CBL Properties shares in Q2 2026, an estimated $3.62K.
Sound Income Strategies first reported a position in CBL Properties in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's CBL Properties position peaked at $3.62K in Q1 2026.
120 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.