Truist Financial
CMBS icon

Truist Financial’s iShares CMBS ETF CMBS Stock Holding History

Truist Financial’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 		$260K Buy
5,346
+449
+9% +$21.8K ﹤0.01% 2618
2026
Q1 		$239K Buy
+4,897
New +$241K ﹤0.01% 2540
2025
Q4 		– Sell
-6,107
Closed -$300K – 2774
2025
Q3 		$300K Buy
6,107
+1,388
+29% +$67.7K ﹤0.01% 2314
2025
Q2 		$230K Buy
+4,719
New +$227K ﹤0.01% 2349
2022
Q2 		– Sell
-6,339
Closed -$316K – 2645
2022
Q1 		$316K Sell
6,339
-4,081
-39% -$210K ﹤0.01% 2286
2021
Q4 		$553K Sell
10,420
-11,994
-54% -$641K ﹤0.01% 1952
2021
Q3 		$1.21M Sell
22,414
-7,832
-26% -$427K ﹤0.01% 1498
2021
Q2 		$1.65M Buy
30,246
+1,172
+4% +$63.6K ﹤0.01% 1389
2021
Q1 		$1.57M Buy
29,074
+23,039
+382% +$1.26M ﹤0.01% 1354
2020
Q4 		$334K Sell
6,035
-301
-5% -$16.6K ﹤0.01% 2093
2020
Q3 		$352K Buy
6,336
+2,687
+74% +$148K ﹤0.01% 1921
2020
Q2 		$200K Sell
3,649
-3,285
-47% -$177K ﹤0.01% 2192
2020
Q1 		$372K Buy
6,934
+46
+0.7% +$2.46K ﹤0.01% 1729
2019
Q4 		$363K Buy
+6,888
New +$366K ﹤0.01% 2049

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

Truist Financial's CMBS Position: Q2 2026 in Review

Truist Financial increased its iShares CMBS ETF (CMBS) stake by 9.2% in Q2 2026, buying an estimated $21.8K and bringing the position to 5,346 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Truist Financial first reported a position in CMBS in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.65M in Q2 2021. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Truist Financial held 5,346 shares of iShares CMBS ETF worth $260K as of Q2 2026.
  • Truist Financial bought 449 iShares CMBS ETF shares in Q2 2026, an estimated $21.8K.
  • iShares CMBS ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2618 holding.
  • Truist Financial first reported a position in iShares CMBS ETF in Q4 2019 and has held it in 14 quarters since.
  • Truist Financial's iShares CMBS ETF position peaked at $1.65M in Q2 2021.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.