U.S. Capital Wealth Advisors, LLC Ishares Cmbs ETF Transaction History

U.S. Capital Wealth Advisors, LLC

$3.48 Billion
Q4 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Cmbs ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 79,107 shares of CMBS stock, worth $3.87 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

79,107

Previous 63,579 24.42%

Holding current value

$3.87 Million

Previous $3.12 Million 24.11%

% of portfolio

0.11%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$48.85 - $49.41 $758,542 - $767,238	15,528 Added 24.42%	79,107 $3.87 Million
Q3 2025 Oct 09, 2025	BUY	$48.14 - $49.26 $460,025 - $470,728	9,556 Added 17.69%	63,579 $3.12 Million
Q2 2025 Jul 14, 2025	SELL	$47.54 - $48.72 $456,954 - $468,296	-9,612 Reduced 15.1%	54,023 $2.63 Million
Q1 2025 Apr 29, 2025	BUY	$47.16 - $48.21 $854,397 - $873,420	18,117 Added 39.8%	63,635 $3.05 Million
Q4 2024 Jan 24, 2025	BUY	$47.09 - $48.64 $2.14 Million - $2.21 Million	45,518 New	45,518 $2.15 Million

Others Institutions Holding CMBS

# of Institutions

111

Shares Held

7.49M

Call Options Held

Put Options Held

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About ISHARES CMBS ETF

Ticker CMBS
Sector ETFs
Industry ETFs

More about CMBS

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U.S. Capital Wealth Advisors, LLC Ishares Cmbs ETF Transaction History