How many shares of CMBS does LPL Financial LLC own?

As of 2026-Q1, LPL Financial LLC holds 521,012 shares of CMBS (ISHARES TR).

What is LPL Financial LLC's CMBS position worth?

As of 2026-Q1, LPL Financial LLC's CMBS position is worth $25.4M.

In 2026-Q1, LPL Financial LLC increased their CMBS position (+24.6% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in CMBS in 2019-Q3. They have held the position across 27 quarters.

Position history for LPL Financial LLC's holdings in ISHARES TR

Current Value

$25.4M

Current Shares

521,012

Total Value Change

+$24.1M

Total Shares Change

+495,985

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	521,012	+24.6%	$25.4M	0.0%	$47.99	35
2025-Q4	Increased	418,164	+39.5%	$20.5M	0.0%	$48.06	38
2025-Q3	Increased	299,873	+15.6%	$14.7M	0.0%	$47.49	32
2025-Q2	Increased	259,336	+26.8%	$12.6M	0.0%	$46.74	35
2025-Q1	Increased	204,474	+177.5%	$9.8M	0.0%	$45.64	45
2024-Q4	Increased	73,688	+25.7%	$3.5M	0.0%	$44.63	33
2024-Q3	Decreased	58,612	-5.6%	$2.9M	0.0%	$45.74	0
2024-Q2	Increased	62,065	+21.0%	$2.9M	0.0%	$43.53	31
2024-Q1	Increased	51,277	+21.8%	$2.4M	0.0%	$43.31	31
2023-Q4	Decreased	42,095	-9.3%	$2M	0.0%	$42.81	0
2023-Q3	Decreased	46,388	-50.6%	$2.1M	0.0%	$40.76	0
2023-Q2	Decreased	93,969	-46.2%	$4.3M	0.0%	$41.19	0
2023-Q1	Decreased	174,593	-39.2%	$8.1M	0.0%	$41.18	0
2022-Q4	Decreased	287,211	-45.7%	$13.2M	0.0%	$40.75	0
2022-Q3	Decreased	529,165	-16.4%	$24.3M	0.0%	$40.32	0
2022-Q2	Increased	632,712	+63.4%	$30.4M	0.0%	$42.04	42
2022-Q1	Decreased	387,186	-1.0%	$19.3M	0.0%	$43.30	0
2021-Q4	Decreased	391,159	-17.8%	$20.7M	0.0%	$45.89	0
2021-Q3	Increased	475,977	+7.3%	$25.7M	0.0%	$46.34	31
2021-Q2	Increased	443,791	+11.4%	$24.1M	0.0%	$46.37	32
2021-Q1	Decreased	398,410	-13.8%	$21.5M	0.0%	$45.67	0
2020-Q4	Increased	462,447	+16.8%	$25.6M	0.0%	$46.74	33
2020-Q3	Increased	395,852	+10.7%	$22M	0.0%	$46.35	32
2020-Q2	Increased	357,757	+24.2%	$19.6M	0.0%	$45.58	35
2020-Q1	Increased	288,131	+152.2%	$15.5M	0.0%	$44.27	45
2019-Q4	Increased	114,227	+356.4%	$6M	0.0%	$43.33	44
2019-Q3	New	25,027	-	$1.3M	0.0%	$43.50	35