Spurstone Advisory Services’s iShares CMBS ETF CMBS Stock Holding History

Spurstone Advisory Services’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	$97	Hold	2	–	–	﹤0.01%	98
2026 Q1	$97	Hold	2	–	–	﹤0.01%	76
2025 Q4	$98	Hold	2	–	–	﹤0.01%	96
2025 Q3	$98	Hold	2	–	–	﹤0.01%	114
2025 Q2	$97	Hold	2	–	–	﹤0.01%	138
2025 Q1	$96	Buy	+2	New	+$95	﹤0.01%	103

Other funds holding CMBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Spurstone Advisory Services's CMBS Position: Q2 2026 in Review

Spurstone Advisory Services held its iShares CMBS ETF (CMBS) position steady in Q2 2026 at 2 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #98.

Spurstone Advisory Services first reported a position in CMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $98 in Q4 2025. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Spurstone Advisory Services held 2 shares of iShares CMBS ETF worth $97 as of Q2 2026.
Spurstone Advisory Services left its iShares CMBS ETF share count unchanged in Q2 2026.
iShares CMBS ETF made up ﹤0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #98 holding.
Spurstone Advisory Services first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 6 quarters since.
Spurstone Advisory Services's iShares CMBS ETF position peaked at $98 in Q4 2025.
91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.