WAP
CMBS icon

Wealthcare Advisory Partners’s iShares CMBS ETF CMBS Stock Holding History

Wealthcare Advisory Partners’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 		$315K Buy
6,485
+214
+3% +$10.4K 0.01% 862
2026
Q1 		$306K Sell
6,271
-700
-10% -$34.4K 0.01% 869
2025
Q4 		$342K Buy
6,971
+679
+11% +$33.4K 0.01% 819
2025
Q3 		$309K Buy
6,292
+360
+6% +$17.5K 0.01% 841
2025
Q2 		$289K Buy
5,932
+105
+2% +$5.05K 0.01% 801
2025
Q1 		$280K Sell
5,827
-2
-0% -$95 0.01% 764
2024
Q4 		$275K Sell
5,829
-2,261
-28% -$108K 0.01% 743
2024
Q3 		$396K Sell
8,090
-2,227
-22% -$107K 0.01% 631
2024
Q2 		$484K Sell
10,317
-251
-2% -$11.7K 0.02% 545
2024
Q1 		$498K Buy
10,568
+94
+0.9% +$4.39K 0.02% 539
2023
Q4 		$490K Buy
10,474
+68
+0.7% +$3.08K 0.02% 491
2023
Q3 		$469K Sell
10,406
-818
-7% -$37.2K 0.02% 447
2023
Q2 		$515K Sell
11,224
-889
-7% -$41.2K 0.02% 442
2023
Q1 		$559K Sell
12,113
-367,674
-97% -$17.1M 0.02% 428
2022
Q4 		$17.4M Buy
379,787
+5,628
+2% +$257K 0.83% 26
2022
Q3 		$17.2M Buy
374,159
+8,596
+2% +$410K 0.98% 22
2022
Q2 		$17.6M Buy
365,563
+16,975
+5% +$822K 1.06% 24
2022
Q1 		$17.4M Buy
348,588
+9,191
+3% +$472K 1.06% 24
2021
Q4 		$18M Sell
339,397
-117,332
-26% -$6.27M 1.08% 22
2021
Q3 		$24.7M Buy
456,729
+22,330
+5% +$1.22M 1.61% 14
2021
Q2 		$23.6M Buy
434,399
+18,628
+4% +$1.01M 1.58% 13
2021
Q1 		$22.4M Buy
415,771
+31,144
+8% +$1.7M 1.62% 13
2020
Q4 		$21.3M Buy
384,627
+52,048
+16% +$2.87M 1.89% 14
2020
Q3 		$18.5M Buy
332,579
+35,915
+12% +$1.98M 2.03% 12
2020
Q2 		$16.3M Buy
296,664
+83,973
+39% +$4.53M 2.03% 15
2020
Q1 		$11.4M Buy
212,691
+212,665
+817,942% +$11.4M 1.67% 16
2019
Q4 		$1K Hold
26
– – ﹤0.01% 1305
2019
Q3 		$1K Hold
26
– – ﹤0.01% 1272
2019
Q2 		$1K Hold
26
– – ﹤0.01% 1235
2019
Q1 		$1K Hold
26
– – ﹤0.01% 1141
2018
Q4 		$1K Hold
26
– – ﹤0.01% 1126
2018
Q3 		$1K Hold
26
– – ﹤0.01% 1165
2018
Q2 		$1K Buy
+26
New +$1.3K ﹤0.01% 1168

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

Wealthcare Advisory Partners's CMBS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares CMBS ETF (CMBS) stake by 3.4% in Q2 2026, buying an estimated $10.4K and bringing the position to 6,485 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #862.

Wealthcare Advisory Partners first reported a position in CMBS in Q2 2018 and has held it in 33 quarters since. The position peaked at $24.7M in Q3 2021. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • Wealthcare Advisory Partners held 6,485 shares of iShares CMBS ETF worth $315K as of Q2 2026.
  • Wealthcare Advisory Partners bought 214 iShares CMBS ETF shares in Q2 2026, an estimated $10.4K.
  • iShares CMBS ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #862 holding.
  • Wealthcare Advisory Partners first reported a position in iShares CMBS ETF in Q2 2018 and has held it in 33 quarters since.
  • Wealthcare Advisory Partners's iShares CMBS ETF position peaked at $24.7M in Q3 2021.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.