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NBC Securities’s iShares Mortgage Real Estate ETF REM Stock Holding History

NBC Securities’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
Q2 		$275K Buy
12,451
+1,205
+11% +$26.7K 0.02% 734
2026
Q1 		$241K Hold
11,246
– – 0.02% 780
2025
Q4 		$249K Buy
11,246
+15
+0.1% +$334 0.02% 762
2025
Q3 		$247K Hold
11,231
– – 0.02% 757
2025
Q2 		$240K Hold
11,231
– – 0.02% 773
2025
Q1 		$252K Buy
11,231
+11,220
+102,000% +$253K 0.02% 689
2024
Q4 		$246 Sell
11
-11,781
-100% -$267K 0.02% 686
2024
Q3 		$279K Buy
11,792
+2,385
+25% +$56K 0.02% 682
2024
Q2 		$208K Buy
9,407
+375
+4% +$8.38K 0.02% 738
2024
Q1 		$219K Buy
9,032
+1,550
+21% +$35.1K 0.02% 713
2023
Q4 		$176K Buy
7,482
+1,450
+24% +$32K 0.02% 776
2023
Q3 		$134K Buy
+6,032
New +$143K 0.01% 832

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NBC Securities's REM Position: Q2 2026 in Review

NBC Securities increased its iShares Mortgage Real Estate ETF (REM) stake by 11% in Q2 2026, buying an estimated $26.7K and bringing the position to 12,451 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #734.

NBC Securities first reported a position in REM in Q3 2023 and has held it in 12 quarters since. The position peaked at $279K in Q3 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • NBC Securities held 12,451 shares of iShares Mortgage Real Estate ETF worth $275K as of Q2 2026.
  • NBC Securities bought 1,205 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $26.7K.
  • iShares Mortgage Real Estate ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #734 holding.
  • NBC Securities first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's iShares Mortgage Real Estate ETF position peaked at $279K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.