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Sykon Capital’s iShares CMBS ETF CMBS Stock Holding History

Sykon Capital’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 		– Sell
-72,009
Closed -$3.51M – 115
2026
Q1 		$3.51M Sell
72,009
-927
-1% -$45.6K 1.17% 19
2025
Q4 		$3.58M Buy
72,936
+4,640
+7% +$228K 1.15% 23
2025
Q3 		$3.35M Sell
68,296
-8,055
-11% -$393K 1.12% 32
2025
Q2 		$3.72M Buy
76,351
+4,168
+6% +$201K 1.36% 25
2025
Q1 		$3.46M Buy
72,183
+16,630
+30% +$793K 1.32% 19
2024
Q4 		$2.62M Sell
55,553
-2,111
-4% -$101K 0.9% 31
2024
Q3 		$2.82M Buy
57,664
+8,310
+17% +$398K 1% 32
2024
Q2 		$2.32M Sell
49,354
-15,030
-23% -$699K 0.87% 44
2024
Q1 		$3.03M Sell
64,384
-6,117
-9% -$286K 1.1% 36
2023
Q4 		$3.3M Sell
70,501
-10,760
-13% -$487K 1.32% 30
2023
Q3 		$3.66M Buy
81,261
+62,236
+327% +$2.83M 1.57% 19
2023
Q2 		$872K Buy
+19,025
New +$882K 0.6% 28

Other funds holding CMBS

UBS Group
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
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sykon Capital's CMBS Position: Q2 2026 in Review

Sykon Capital sold out of iShares CMBS ETF (CMBS) in Q2 2026, closing a stake of 72,009 shares — an estimated $3.51M sold.

Sykon Capital first reported a position in CMBS in Q2 2023 and held it in 12 quarters. The position peaked at $3.72M in Q2 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Sykon Capital reported no remaining iShares CMBS ETF position as of Q2 2026 after selling out during the quarter.
  • Sykon Capital sold 72,009 iShares CMBS ETF shares in Q2 2026, an estimated $3.51M.
  • Sykon Capital first reported a position in iShares CMBS ETF in Q2 2023 and held it in 12 quarters.
  • Sykon Capital's iShares CMBS ETF position peaked at $3.72M in Q2 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Sykon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.