American National Bank & Trust’s iShares Mortgage Real Estate ETF REM Stock Holding History

American National Bank & Trust’s Portfolio REM Stock Details REM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-150	Closed	-$3.35K	–	662
2023 Q3	$3.35K	Hold	150	–	–	﹤0.01%	485
2023 Q2	$3.54K	Sell	150 -55	-27%	-$1.2K	﹤0.01%	467
2023 Q1	$4.48K	Buy	205 +20	+11%	+$477	﹤0.01%	444
2022 Q4	$4K	Buy	185 +35	+23%	+$816	﹤0.01%	442
2022 Q3	$3K	Buy	150 +85	+131%	+$2.39K	﹤0.01%	472
2022 Q2	$2K	Sell	65 -1,322	-95%	-$39.1K	﹤0.01%	407
2022 Q1	$45K	Buy	+1,387	New	+$45.7K	0.01%	193

Other funds holding REM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American National Bank & Trust's REM Position: Q4 2023 in Review

American National Bank & Trust sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2023, closing a stake of 150 shares — an estimated $3.35K sold.

American National Bank & Trust first reported a position in REM in Q1 2022 and held it in 7 quarters. The position peaked at $45K in Q1 2022. 128 funds tracked by Wall St. Rank hold REM as of Q4 2023.

American National Bank & Trust reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2023 after selling out during the quarter.
American National Bank & Trust sold 150 iShares Mortgage Real Estate ETF shares in Q4 2023, an estimated $3.35K.
American National Bank & Trust first reported a position in iShares Mortgage Real Estate ETF in Q1 2022 and held it in 7 quarters.
American National Bank & Trust's iShares Mortgage Real Estate ETF position peaked at $45K in Q1 2022.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2023.

Based on American National Bank & Trust's 13F filing for Q4 2023, filed 8 Feb 2024.