None of the 29 investors followed here reported a position in CMBS in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| John Boozman Sen. AR | 5 | 3 | +$16.0K | Bought May 27, 26 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| May 27, 26 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Jun 16, 26 (20d) | Report |
| May 13, 26 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Jun 16, 26 (34d) | Report |
| May 13, 26 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Jun 16, 26 (34d) | Report |
| Feb 6, 26 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Mar 6, 26 (28d) | Report |
| Jan 23, 26 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Feb 15, 26 (23d) | Report |
| Nov 21, 25 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Dec 8, 25 (17d) | Report |
| Sep 16, 25 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Oct 10, 25 (24d) | Report |
| Aug 1, 25 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Sep 12, 25 (42d) | Report |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.5 | 1.2 | -2.3 | 0.3 | -0.2 | -0.3 | -0.7 | -0.1 | -2.1 | 0.1 | −3.6% | ||
| 2025 | 1.1 | 1.0 | -0.4 | 1.1 | -0.6 | 1.0 | -0.5 | 0.9 | 0.2 | -0.0 | 0.7 | -0.7 | +4.0% |
| 2024 | 0.5 | -0.5 | 0.6 | -2.4 | 1.3 | 0.8 | 1.7 | 0.5 | 1.9 | -2.7 | 0.1 | -0.9 | +0.9% |
| 2023 | 2.9 | -2.3 | 0.1 | 1.6 | -1.4 | -0.9 | -0.2 | -0.3 | -1.4 | -1.4 | 2.7 | 2.6 | +1.9% |
| 2022 | -1.3 | -1.8 | -3.0 | -2.1 | -0.3 | -1.2 | 2.0 | -3.3 | -3.4 | -1.9 | 2.6 | -0.5 | −13.4% |
| 2021 | 0.2 | -2.0 | -0.9 | 0.6 | 0.4 | -0.0 | 0.6 | -0.1 | -1.1 | -0.7 | -0.0 | -1.2 | −4.2% |
| 2020 | 2.7 | 0.4 | -1.4 | 0.0 | 0.8 | 1.5 | 0.9 | -0.4 | 0.6 | -0.9 | 0.3 | 0.2 | +4.8% |
| 2019 | 0.6 | 0.2 | 1.9 | -0.2 | 1.8 | 0.8 | 0.0 | 1.8 | -0.8 | -0.4 | -0.1 | -0.8 | +5.0% |
| 2018 | -1.0 | -0.7 | -0.1 | -1.1 | 0.9 | -0.4 | -0.4 | 0.6 | -0.8 | -0.8 | 0.4 | 1.3 | −1.9% |
| 2017 | 0.1 | 0.4 | -0.2 | 0.4 | 0.6 | -0.7 | 0.6 | 1.0 | -1.2 | 0.0 | -0.5 | -0.1 | +0.4% |
| 2016 | 1.3 | 1.0 | 0.3 | 0.3 | 0.3 | 1.6 | 0.5 | -0.5 | -0.2 | -1.5 | -2.2 | -0.1 | +0.8% |
| 2015 | 2.5 | -0.9 | 0.3 | -0.3 | -0.4 | -0.9 | 0.6 | -0.8 | 1.0 | -1.0 | 0.0 | -1.2 | −1.0% |
| 2014 | 0.5 | 0.4 | -0.8 | 0.3 | 0.8 | 0.1 | -0.0 | 0.0 | -0.7 | 0.4 | 0.8 | -1.4 | +0.3% |
| 2013 | 0.2 | -0.4 | 0.2 | 1.1 | -0.8 | -1.3 | -0.7 | 0.2 | 1.2 | -0.2 | -0.2 | -0.7 | −1.4% |
| 2012 | 0.9 | -0.4 | -0.7 | 1.2 | 0.6 | 0.4 | 1.5 | -0.8 | 0.4 | -0.1 | +3.1% |
The index measures the performance of investment-grade commercial mortgage-backed securities ("CMBS"), which are classes of securities (known as "certificates") that represent interests in "pools" of commercial mortgages. The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index.