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Walkner Condon Financial Advisors’s iShares CMBS ETF CMBS Stock Holding History

Walkner Condon Financial 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
Q4 		– Sell
-3,960
Closed -$213K – 124
2021
Q3 		$213K Buy
+3,960
New +$216K 0.1% 135

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BWM
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Walkner Condon Financial Advisors's CMBS Position: Q4 2021 in Review

Walkner Condon Financial Advisors sold out of iShares CMBS ETF (CMBS) in Q4 2021, closing a stake of 3,960 shares — an estimated $213K sold.

Walkner Condon Financial Advisors first reported a position in CMBS in Q3 2021 and held it in 1 quarter. The position peaked at $213K in Q3 2021. 109 funds tracked by Wall St. Rank hold CMBS as of Q4 2021.

  • Walkner Condon Financial Advisors reported no remaining iShares CMBS ETF position as of Q4 2021 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 3,960 iShares CMBS ETF shares in Q4 2021, an estimated $213K.
  • Walkner Condon Financial Advisors first reported a position in iShares CMBS ETF in Q3 2021 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's iShares CMBS ETF position peaked at $213K in Q3 2021.
  • 109 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.