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Systelligence LLC’s iShares CMBS ETF CMBS Stock Holding History

Systelligence 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
2025
Q4 		– Sell
-330,156
Closed -$16.2M – 53
2025
Q3 		$16.2M Buy
330,156
+164,225
+99% +$8.01M 3.07% 14
2025
Q2 		$8.08M Buy
165,931
+42,727
+35% +$2.06M 1.5% 29
2025
Q1 		$5.91M Buy
+123,204
New +$5.88M 1.42% 35

Other funds holding CMBS

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Systelligence LLC's CMBS Position: Q4 2025 in Review

Systelligence LLC sold out of iShares CMBS ETF (CMBS) in Q4 2025, closing a stake of 330,156 shares — an estimated $16.2M sold.

Systelligence LLC first reported a position in CMBS in Q1 2025 and held it in 3 quarters. The position peaked at $16.2M in Q3 2025. 94 funds tracked by Wall St. Rank hold CMBS as of Q4 2025.

  • Systelligence LLC reported no remaining iShares CMBS ETF position as of Q4 2025 after selling out during the quarter.
  • Systelligence LLC sold 330,156 iShares CMBS ETF shares in Q4 2025, an estimated $16.2M.
  • Systelligence LLC first reported a position in iShares CMBS ETF in Q1 2025 and held it in 3 quarters.
  • Systelligence LLC's iShares CMBS ETF position peaked at $16.2M in Q3 2025.
  • 94 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2025.

Based on Systelligence LLC's 13F filing for Q4 2025, filed 22 Jan 2026.