Willis Johnson & Associates’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $790K | Sell |
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|
2024
Q2 | $910K | Buy |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $909K | Buy |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q3 | $878K | Buy |
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|
2022
Q2 | $817K | Buy |
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|
2022
Q1 | $815K | Buy |
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|
2021
Q4 | $777K | Buy |
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|
2021
Q3 | $765K | Sell |
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|
2021
Q2 | $801K | Sell |
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|
2021
Q1 | $843K | Buy |
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|
2020
Q4 | $843K | Buy |
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