U.S. Capital Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.63M Sell
54,023
-9,612
-15% -$468K 0.08% 250
2025
Q1
$3.05M Buy
63,635
+18,117
+40% +$870K 0.09% 223
2024
Q4
$2.15M Buy
+45,518
New +$2.15M 0.07% 285