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

Steward Partners Investment Advisory’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
2025
Q1 		– Sell
-40
Closed -$1.89K – 4036
2024
Q4 		$1.89K Buy
+40
New +$1.91K ﹤0.01% 3649
2018
Q3 		– Sell
-292
Closed -$15K – 2600
2018
Q2 		$15K Buy
+292
New +$14.6K ﹤0.01% 1569

Other funds holding CMBS

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's CMBS Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of iShares CMBS ETF (CMBS) in Q1 2025, closing a stake of 40 shares — an estimated $1.89K sold.

Steward Partners Investment Advisory first reported a position in CMBS in Q2 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 87 funds tracked by Wall St. Rank hold CMBS as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining iShares CMBS ETF position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 40 iShares CMBS ETF shares in Q1 2025, an estimated $1.89K.
  • Steward Partners Investment Advisory first reported a position in iShares CMBS ETF in Q2 2018 and held it in 2 quarters.
  • Steward Partners Investment Advisory's iShares CMBS ETF position peaked at $15K in Q2 2018.
  • 87 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.