Strengthening Families & Communities LLC’s iShares CMBS ETF CMBS Stock Holding History

Strengthening Families & Communities LLC’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	$22.2K	Buy	457 +4	+0.9%	+$195	﹤0.01%	275
2026 Q1	$22.1K	Buy	453 +3	+0.7%	+$148	0.01%	270
2025 Q4	$22.1K	Buy	450 +6	+1%	+$295	0.01%	184
2025 Q3	$21.8K	Buy	444 +3	+0.7%	+$146	﹤0.01%	306
2025 Q2	$21.5K	Buy	441 +4	+0.9%	+$192	0.01%	189
2025 Q1	$21K	Buy	437 +2	+0.5%	+$95	0.01%	197
2024 Q4	$21K	Buy	435 +5	+1%	+$238	0.01%	195
2024 Q3	$21K	Buy	430 +4	+0.9%	+$192	0.01%	303
2024 Q2	$20K	Buy	426 +1	+0.2%	+$46	0.01%	322
2024 Q1	$20K	Hold	425	–	–	0.01%	146
2023 Q4	$19.9K	Hold	425	–	–	0.01%	145
2023 Q3	$19K	Hold	425	–	–	0.01%	277
2023 Q2	$19K	Buy	+425	New	+$19.7K	0.01%	301
2022 Q4	$20K	Hold	425	–	–	0.01%	179
2022 Q3	$19K	Hold	425	–	–	0.01%	277
2022 Q2	$21K	Hold	425	–	–	0.01%	180
2022 Q1	$21K	Hold	425	–	–	0.01%	178
2021 Q4	$23K	Buy	+425	New	+$22.7K	0.01%	165

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

Strengthening Families & Communities LLC's CMBS Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its iShares CMBS ETF (CMBS) stake by 0.88% in Q2 2026, buying an estimated $195 and bringing the position to 457 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Strengthening Families & Communities LLC first reported a position in CMBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $23K in Q4 2021. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

Strengthening Families & Communities LLC held 457 shares of iShares CMBS ETF worth $22.2K as of Q2 2026.
Strengthening Families & Communities LLC bought 4 iShares CMBS ETF shares in Q2 2026, an estimated $195.
iShares CMBS ETF made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #275 holding.
Strengthening Families & Communities LLC first reported a position in iShares CMBS ETF in Q4 2021 and has held it in 18 quarters since.
Strengthening Families & Communities LLC's iShares CMBS ETF position peaked at $23K in Q4 2021.
92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.