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TRUADVICE’s iShares CMBS ETF CMBS Stock Holding History

TRUADVICE’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
2021
Q2 		– Sell
-5,923
Closed -$321K – 304
2021
Q1 		$321K Buy
+5,923
New +$324K 0.1% 193

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TRUADVICE's CMBS Position: Q2 2021 in Review

TRUADVICE sold out of iShares CMBS ETF (CMBS) in Q2 2021, closing a stake of 5,923 shares — an estimated $321K sold.

TRUADVICE first reported a position in CMBS in Q1 2021 and held it in 1 quarter. The position peaked at $321K in Q1 2021. 98 funds tracked by Wall St. Rank hold CMBS as of Q2 2021.

  • TRUADVICE reported no remaining iShares CMBS ETF position as of Q2 2021 after selling out during the quarter.
  • TRUADVICE sold 5,923 iShares CMBS ETF shares in Q2 2021, an estimated $321K.
  • TRUADVICE first reported a position in iShares CMBS ETF in Q1 2021 and held it in 1 quarter.
  • TRUADVICE's iShares CMBS ETF position peaked at $321K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2021.

Based on TRUADVICE's 13F filing for Q2 2021, filed 28 Jul 2021.