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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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

Spurstone Advisory Services's CMBS Position: Q1 2026 in Review

Spurstone Advisory Services held its iShares CMBS ETF (CMBS) position steady in Q1 2026 at 2 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #76.

Spurstone Advisory Services first reported a position in CMBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $98 in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Spurstone Advisory Services held 2 shares of iShares CMBS ETF worth $97 as of Q1 2026.
  • Spurstone Advisory Services left its iShares CMBS ETF share count unchanged in Q1 2026.
  • iShares CMBS ETF made up ﹤0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #76 holding.
  • Spurstone Advisory Services first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 5 quarters since.
  • Spurstone Advisory Services's iShares CMBS ETF position peaked at $98 in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.