Wealth Enhancement Advisory Services
CMBS icon

Wealth Enhancement Advisory Services’s iShares CMBS ETF CMBS Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-5,000
Closed -$246K – 3635
2025
Q4 		$246K Buy
+5,000
New +$246K ﹤0.01% 3095

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Wealth Enhancement Advisory Services's CMBS Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares CMBS ETF (CMBS) in Q1 2026, closing a stake of 5,000 shares — an estimated $246K sold.

Wealth Enhancement Advisory Services first reported a position in CMBS in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining iShares CMBS ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,000 iShares CMBS ETF shares in Q1 2026, an estimated $246K.
  • Wealth Enhancement Advisory Services first reported a position in iShares CMBS ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's iShares CMBS ETF position peaked at $246K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.