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H&H Retirement Design & Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

H&H Retirement Design & Management’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
2026
Q1 		– Sell
-10,780
Closed -$243K – 105
2025
Q4 		$243K Buy
+10,780
New +$240K 0.12% 73

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Morgan Stanley
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ECM
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Bank of New York Mellon
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Bank of America
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

H&H Retirement Design & Management's REM Position: Q1 2026 in Review

H&H Retirement Design & Management sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 10,780 shares — an estimated $243K sold.

H&H Retirement Design & Management first reported a position in REM in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • H&H Retirement Design & Management reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • H&H Retirement Design & Management sold 10,780 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $243K.
  • H&H Retirement Design & Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • H&H Retirement Design & Management's iShares Mortgage Real Estate ETF position peaked at $243K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.