VWA
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V Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

V Wealth Advisors’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
Q1 		– Sell
-7,437
Closed -$411K – 424
2020
Q4 		$411K Sell
7,437
-67
-0.9% -$3.69K 0.09% 240
2020
Q3 		$417K Buy
+7,504
New +$414K 0.29% 87

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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

V Wealth Advisors's CMBS Position: Q1 2021 in Review

V Wealth Advisors sold out of iShares CMBS ETF (CMBS) in Q1 2021, closing a stake of 7,437 shares — an estimated $411K sold.

V Wealth Advisors first reported a position in CMBS in Q3 2020 and held it in 2 quarters. The position peaked at $417K in Q3 2020. 90 funds tracked by Wall St. Rank hold CMBS as of Q1 2021.

  • V Wealth Advisors reported no remaining iShares CMBS ETF position as of Q1 2021 after selling out during the quarter.
  • V Wealth Advisors sold 7,437 iShares CMBS ETF shares in Q1 2021, an estimated $411K.
  • V Wealth Advisors first reported a position in iShares CMBS ETF in Q3 2020 and held it in 2 quarters.
  • V Wealth Advisors's iShares CMBS ETF position peaked at $417K in Q3 2020.
  • 90 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2021.

Based on V Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.