CRBN ISHARES TR MSCI LW CRB TG

Ownership history in BSW Wealth Partners  ·  30 quarters on record

AI Ownership Summary

BSW Wealth Partners reported ISHARES TR MSCI LW CRB TG (CRBN) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.28% in 2026 Q1. The latest visible filing shows CRBN at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRBN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BSW Wealth Partners's position in ISHARES TR MSCI LW CRB TG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRBN was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BSW Wealth Partners held CRBN — position size vs. price
% of Fund (quarterly)    CRBN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 47,144 +7,602 +19.2% 1.28% $10.5M 2026-04-14 $238.58
2025 Q4 ADDED 39,542 +9,423 +31.3% 1.09% $9.1M 2026-01-23 $235.59
2025 Q3 ADDED 30,119 +2,128 +7.6% 0.85% $6.8M 2025-10-15 $223.88
2025 Q2 ADDED 27,991 +3,114 +12.5% 0.81% $5.9M 2025-07-18 $210.21
2025 Q1 ADDED 24,877 +67 +0.3% 0.72% $4.8M 2025-04-24 $185.81
2024 Q4 ADDED 24,810 +1,562 +6.7% 0.71% $4.8M 2025-01-22 $195.09
2024 Q3 ADDED 23,248 +688 +3.0% 0.68% $4.6M 2024-10-29 $189.40
2024 Q2 REDUCED 22,560 -86 -0.4% 0.68% $4.1M 2024-07-16 $184.60
2024 Q1 REDUCED 22,646 -1,082 -4.6% 0.69% $4.1M 2024-04-23 $166.09
2023 Q4 ADDED 23,728 +5 +0.0% 0.78% $3.9M 2024-01-25 $160.52
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BSW Wealth Partners and CRBN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BSW Wealth Partners reported owning CRBN?

BSW Wealth Partners reported CRBN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CRBN position in BSW Wealth Partners's portfolio?

The largest reported portfolio weight for CRBN was 1.28% in 2026 Q1.

What is the latest reported CRBN position on this page?

The most recent filing on this page is 2026 Q1, when BSW Wealth Partners reported 47,144 shares, equal to 1.28% of portfolio, with an estimated market value of $10.5M.

What does the chart on this CRBN ownership page compare?

The chart compares BSW Wealth Partners's quarterly CRBN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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