Barclays
MORT icon

Barclays’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Barclays’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-293
Closed -$6K – 4526
2021
Q3 		$6K Buy
293
+169
+136% +$3.22K ﹤0.01% 4587
2021
Q2 		$2K Buy
+124
New +$2.41K ﹤0.01% 4804

Other funds holding MORT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Barclays's MORT Position: Q4 2021 in Review

Barclays sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2021, closing a stake of 293 shares — an estimated $6K sold.

Barclays first reported a position in MORT in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2021.

  • Barclays reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 293 VanEck Mortgage REIT Income ETF shares in Q4 2021, an estimated $6K.
  • Barclays first reported a position in VanEck Mortgage REIT Income ETF in Q2 2021 and held it in 2 quarters.
  • Barclays's VanEck Mortgage REIT Income ETF position peaked at $6K in Q3 2021.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.