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Wagner Wealth Management (South Carolina)’s iShares CMBS ETF CMBS Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$44.7K Buy
920
+9
+1% +$438 0.01% 187
2026
Q1 		$44.4K Buy
911
+5
+0.6% +$246 0.01% 188
2025
Q4 		$44.5K Buy
906
+11
+1% +$540 0.01% 182
2025
Q3 		$43.9K Buy
895
+7
+0.8% +$341 0.01% 170
2025
Q2 		$43.2K Buy
888
+8
+0.9% +$385 0.01% 171
2025
Q1 		$42.2K Buy
880
+5
+0.6% +$238 0.01% 160
2024
Q4 		$41.3K Sell
875
-74
-8% -$3.52K 0.01% 156
2024
Q3 		$46.4K Sell
949
-110
-10% -$5.27K 0.01% 149
2024
Q2 		$49.7K Sell
1,059
-247
-19% -$11.5K 0.01% 169
2024
Q1 		$61.5K Sell
1,306
-843
-39% -$39.4K 0.02% 163
2023
Q4 		$101K Buy
2,149
+2
+0.1% +$91 0.03% 137
2023
Q3 		$96.7K Buy
2,147
+1
+0% +$45 0.04% 127
2023
Q2 		$98.4K Sell
2,146
-9
-0.4% -$417 0.04% 122
2023
Q1 		$99.6K Sell
2,155
-1
-0% -$47 0.05% 129
2022
Q4 		$99K Sell
2,156
-59
-3% -$2.7K 0.06% 133
2022
Q3 		$102K Sell
2,215
-2,135
-49% -$102K 0.08% 146
2022
Q2 		$209K Sell
4,350
-4,338
-50% -$210K 0.17% 99
2022
Q1 		$434K Buy
8,688
+415
+5% +$21.3K 0.3% 79
2021
Q4 		$439K Buy
8,273
+445
+6% +$23.8K 0.34% 62
2021
Q3 		$420K Buy
7,828
+2,748
+54% +$150K 0.34% 63
2021
Q2 		$276K Buy
+5,080
New +$276K 0.2% 95

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

Wagner Wealth Management (South Carolina)'s CMBS Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its iShares CMBS ETF (CMBS) stake by 0.99% in Q2 2026, buying an estimated $438 and bringing the position to 920 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #187.

Wagner Wealth Management (South Carolina) first reported a position in CMBS in Q2 2021 and has held it in 21 quarters since. The position peaked at $439K in Q4 2021. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 920 shares of iShares CMBS ETF worth $44.7K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 9 iShares CMBS ETF shares in Q2 2026, an estimated $438.
  • iShares CMBS ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #187 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares CMBS ETF in Q2 2021 and has held it in 21 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares CMBS ETF position peaked at $439K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.