SFCL
CMBS icon

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
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 Hold
425
– – 0.01% 301
2023
Q1 		$20 Hold
425
– – ﹤0.01% 196
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 		$23 Buy
+425
New +$22.7K 0.01% 165

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

Strengthening Families & Communities LLC's CMBS Position: Q1 2026 in Review

Strengthening Families & Communities LLC increased its iShares CMBS ETF (CMBS) stake by 0.67% in Q1 2026, buying an estimated $148 and bringing the position to 453 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #270.

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 $22.1K in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Strengthening Families & Communities LLC held 453 shares of iShares CMBS ETF worth $22.1K as of Q1 2026.
  • Strengthening Families & Communities LLC bought 3 iShares CMBS ETF shares in Q1 2026, an estimated $148.
  • iShares CMBS ETF made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #270 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 $22.1K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.