TI
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Tidal Investments’s iShares CMBS ETF CMBS Stock Holding History

Tidal Investments’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
-8,270
Closed -$405K – 2168
2025
Q3 		$405K Sell
8,270
-2,323
-22% -$113K ﹤0.01% 1681
2025
Q2 		$515K Sell
10,593
-12,534
-54% -$603K ﹤0.01% 1384
2025
Q1 		$1.11M Sell
23,127
-8,053
-26% -$384K 0.01% 937
2024
Q4 		$1.47M Buy
31,180
+2,710
+10% +$129K 0.01% 831
2024
Q3 		$1.39M Buy
28,470
+11,924
+72% +$571K 0.01% 833
2024
Q2 		$777K Buy
16,546
+4,825
+41% +$224K 0.01% 1034
2024
Q1 		$552K Buy
11,721
+1,601
+16% +$74.8K 0.01% 1150
2023
Q4 		$474K Buy
+10,120
New +$458K 0.01% 966

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

Tidal Investments's CMBS Position: Q4 2025 in Review

Tidal Investments sold out of iShares CMBS ETF (CMBS) in Q4 2025, closing a stake of 8,270 shares — an estimated $405K sold.

Tidal Investments first reported a position in CMBS in Q4 2023 and held it in 8 quarters. The position peaked at $1.47M in Q4 2024. 94 funds tracked by Wall St. Rank hold CMBS as of Q4 2025.

  • Tidal Investments reported no remaining iShares CMBS ETF position as of Q4 2025 after selling out during the quarter.
  • Tidal Investments sold 8,270 iShares CMBS ETF shares in Q4 2025, an estimated $405K.
  • Tidal Investments first reported a position in iShares CMBS ETF in Q4 2023 and held it in 8 quarters.
  • Tidal Investments's iShares CMBS ETF position peaked at $1.47M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2025.

Based on Tidal Investments's 13F filing for Q4 2025, filed 13 Feb 2026.