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Visionary Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

Visionary 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
2026
Q2 		$450K Sell
9,255
-230
-2% -$11.2K 0.02% 447
2026
Q1 		$462K Sell
9,485
-18
-0.2% -$886 0.02% 419
2025
Q4 		$466K Sell
9,503
-117
-1% -$5.75K 0.02% 398
2025
Q3 		$472K Buy
9,620
+2,544
+36% +$124K 0.02% 399
2025
Q2 		$345K Buy
+7,076
New +$341K 0.02% 431

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

Visionary Wealth Advisors's CMBS Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares CMBS ETF (CMBS) stake by 2.4% in Q2 2026, selling an estimated $11.2K and leaving 9,255 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #447.

Visionary Wealth Advisors first reported a position in CMBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $472K in Q3 2025. 91 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Visionary Wealth Advisors held 9,255 shares of iShares CMBS ETF worth $450K as of Q2 2026.
  • Visionary Wealth Advisors sold 230 iShares CMBS ETF shares in Q2 2026, an estimated $11.2K.
  • iShares CMBS ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #447 holding.
  • Visionary Wealth Advisors first reported a position in iShares CMBS ETF in Q2 2025 and has held it in 5 quarters since.
  • Visionary Wealth Advisors's iShares CMBS ETF position peaked at $472K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.