TIAA Trust, National Association
CMBS icon

TIAA Trust, National Association’s iShares CMBS ETF CMBS Stock Holding History

TIAA Trust, National Association’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 		$75.5K Sell
1,549
-65,713
-98% -$3.23M ﹤0.01% 285
2025
Q4 		$3.3M Sell
67,262
-16,110
-19% -$791K 0.01% 266
2025
Q3 		$4.09M Buy
83,372
+41,474
+99% +$2.02M 0.01% 248
2025
Q2 		$2.04M Buy
+41,898
New +$2.02M 0.01% 300
2025
Q1 		– Sell
-8,464
Closed -$400K – 645
2024
Q4 		$400K Sell
8,464
-220,658
-96% -$10.5M ﹤0.01% 481
2024
Q3 		$11.2M Buy
229,122
+60,521
+36% +$2.9M 0.03% 172
2024
Q2 		$7.92M Buy
168,601
+65,987
+64% +$3.07M 0.02% 191
2024
Q1 		$4.83M Buy
+102,614
New +$4.8M 0.01% 217

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

TIAA Trust, National Association's CMBS Position: Q1 2026 in Review

TIAA Trust, National Association reduced its iShares CMBS ETF (CMBS) stake by 98% in Q1 2026, selling an estimated $3.23M and leaving 1,549 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

TIAA Trust, National Association first reported a position in CMBS in Q1 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q3 2024. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • TIAA Trust, National Association held 1,549 shares of iShares CMBS ETF worth $75.5K as of Q1 2026.
  • TIAA Trust, National Association sold 65,713 iShares CMBS ETF shares in Q1 2026, an estimated $3.23M.
  • iShares CMBS ETF made up ﹤0.01% of TIAA Trust, National Association's portfolio in Q1 2026, its #285 holding.
  • TIAA Trust, National Association first reported a position in iShares CMBS ETF in Q1 2024 and has held it in 8 quarters since.
  • TIAA Trust, National Association's iShares CMBS ETF position peaked at $11.2M in Q3 2024.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.