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Asset Dedication LLC’s iShares Mortgage Real Estate ETF REM Stock Holding History

Asset Dedication LLC’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
2021
Q4 		– Sell
-125
Closed -$5K – 1016
2021
Q3 		$5K Buy
+125
New +$4.55K ﹤0.01% 799

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Asset Dedication LLC's REM Position: Q4 2021 in Review

Asset Dedication LLC sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 125 shares — an estimated $5K sold.

Asset Dedication LLC first reported a position in REM in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

  • Asset Dedication LLC reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Asset Dedication LLC sold 125 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $5K.
  • Asset Dedication LLC first reported a position in iShares Mortgage Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Asset Dedication LLC's iShares Mortgage Real Estate ETF position peaked at $5K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Asset Dedication LLC's 13F filing for Q4 2021, filed 21 Jan 2022.