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BOLTON SECURITIES CORPORATION’s iShares CMBS ETF CMBS Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025
Q3 		$3.34K Buy
+68
New +$3.32K ﹤0.01% 1763
2025
Q1 		$3.26K Buy
+68
New +$3.24K ﹤0.01% 1654

Other funds holding CMBS

Syon Capital
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hancock Whitney
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CMBS Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares CMBS ETF (CMBS) in Q3 2025: 68 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CMBS as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in CMBS in Q1 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold CMBS as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 68 shares of iShares CMBS ETF worth $3.34K as of Q3 2025.
  • iShares CMBS ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • iShares CMBS ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #1763 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares CMBS ETF in Q1 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.