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Tounjian Advisory Partners’s iShares CMBS ETF CMBS Stock Holding History

Tounjian Advisory Partners’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 		$1.31K Sell
27
-12,159
-100% -$592K ﹤0.01% 628
2026
Q1 		$594K Sell
12,186
-324
-3% -$15.9K 0.21% 119
2025
Q4 		$614K Sell
12,510
-228
-2% -$11.2K 0.21% 123
2025
Q3 		$625K Sell
12,738
-1,704
-12% -$83.1K 0.21% 120
2025
Q2 		$693K Sell
14,442
-66
-0.5% -$3.18K 0.13% 164
2025
Q1 		$696K Buy
+14,508
New +$692K 0.13% 166

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

Tounjian Advisory Partners's CMBS Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its iShares CMBS ETF (CMBS) stake by 100% in Q2 2026, selling an estimated $592K and leaving 27 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Tounjian Advisory Partners first reported a position in CMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $696K in Q1 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Tounjian Advisory Partners held 27 shares of iShares CMBS ETF worth $1.31K as of Q2 2026.
  • Tounjian Advisory Partners sold 12,159 iShares CMBS ETF shares in Q2 2026, an estimated $592K.
  • iShares CMBS ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #628 holding.
  • Tounjian Advisory Partners first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 6 quarters since.
  • Tounjian Advisory Partners's iShares CMBS ETF position peaked at $696K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.