Spurstone Advisory Services
CMBS icon

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
Q3 		$94 Hold
2
– – ﹤0.01% 97
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

Arvest Investments
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CBT
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P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Guidance Capital
Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spurstone Advisory Services's CMBS Position: Q3 2026 in Review

Spurstone Advisory Services held its iShares CMBS ETF (CMBS) position steady in Q3 2026 at 2 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #97.

Spurstone Advisory Services first reported a position in CMBS in Q1 2025 and has held it in 7 quarters since. The position peaked at $98 in Q4 2025. 34 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

  • Spurstone Advisory Services held 2 shares of iShares CMBS ETF worth $94 as of Q3 2026.
  • Spurstone Advisory Services left its iShares CMBS ETF share count unchanged in Q3 2026.
  • iShares CMBS ETF made up ﹤0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #97 holding.
  • Spurstone Advisory Services first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 7 quarters since.
  • Spurstone Advisory Services's iShares CMBS ETF position peaked at $98 in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.