Anchor Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.29K	Hold	200	–	–	﹤0.01%	917
2025 Q4	$4.44K	Hold	200	–	–	﹤0.01%	905
2025 Q3	$4.39K	Hold	200	–	–	﹤0.01%	920
2025 Q2	$4.28K	Hold	200	–	–	﹤0.01%	906
2025 Q1	$4.49K	Hold	200	–	–	﹤0.01%	894
2024 Q4	$4.27K	Hold	200	–	–	﹤0.01%	889
2024 Q3	$4.75K	Hold	200	–	–	﹤0.01%	881
2024 Q2	$4.43K	Sell	200 -200	-50%	-$4.47K	﹤0.01%	852
2024 Q1	$9.3K	Hold	400	–	–	﹤0.01%	789
2023 Q4	$9.44K	Hold	400	–	–	﹤0.01%	755
2023 Q3	$8.94K	Hold	400	–	–	﹤0.01%	763
2023 Q2	$9.44K	Hold	400	–	–	﹤0.01%	745
2023 Q1	$8.74K	Hold	400	–	–	﹤0.01%	766
2022 Q4	$9.08K	Hold	400	–	–	﹤0.01%	731
2022 Q3	$8.38K	Hold	400	–	–	﹤0.01%	743
2022 Q2	$10.7K	Hold	400	–	–	﹤0.01%	722
2022 Q1	$13.1K	Hold	400	–	–	﹤0.01%	716
2021 Q4	$13.8K	Hold	400	–	–	﹤0.01%	741
2021 Q3	$14.5K	Buy	400 +150	+60%	+$5.46K	﹤0.01%	669
2021 Q2	$9.28K	Hold	250	–	–	﹤0.01%	737
2021 Q1	$8.81K	Hold	250	–	–	﹤0.01%	724
2020 Q4	$7.96K	Sell	250 -1,069	-81%	-$30.9K	﹤0.01%	699
2020 Q3	$34K	Sell	1,319 -1,200	-48%	-$31.2K	0.01%	495
2020 Q2	$62.6K	Sell	2,519 -60	-2%	-$1.34K	0.01%	403
2020 Q1	$48.2K	Hold	2,579	–	–	0.01%	425
2019 Q4	$115K	Sell	2,579 -1,440	-36%	-$62.4K	0.02%	353
2019 Q3	$169K	Buy	4,019 +250	+7%	+$10.6K	0.04%	310
2019 Q2	$159K	Buy	3,769 +1,500	+66%	+$64.4K	0.04%	317
2019 Q1	$98.3K	Hold	2,269	–	–	0.02%	364
2018 Q4	$90.6K	Buy	2,269 +1,200	+112%	+$50.9K	0.03%	359
2018 Q3	$46.6K	Buy	1,069 +83	+8%	+$3.7K	0.01%	483
2018 Q2	$42.8K	Hold	986	–	–	0.01%	505
2018 Q1	$41.9K	Hold	986	–	–	0.01%	502
2017 Q4	$44.6K	Hold	986	–	–	0.01%	485
2017 Q3	$46.2K	Buy	+986	New	+$46.1K	0.01%	463