Steward Partners Investment Advisory’s iShares CMBS ETF CMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-40	Closed	-$1.89K	–	4036
2024 Q4	$1.89K	Buy	+40	New	+$1.89K	﹤0.01%	3649
2018 Q3	–	Sell	-292	Closed	-$15K	–	2600
2018 Q2	$15K	Buy	+292	New	+$15K	﹤0.01%	1569