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

Sonora Investment 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
2021 Q3	$40K	Hold	1,094	–	–	0.01%	469
2021 Q2	$41K	Hold	1,094	–	–	0.01%	435
2021 Q1	$39K	Hold	1,094	–	–	﹤0.01%	691
2020 Q4	$35K	Hold	1,094	–	–	﹤0.01%	720
2020 Q3	$28K	Hold	1,094	–	–	﹤0.01%	738
2020 Q2	$27K	Hold	1,094	–	–	﹤0.01%	662
2020 Q1	$20K	Hold	1,094	–	–	﹤0.01%	763
2019 Q4	$49K	Hold	1,094	–	–	﹤0.01%	557
2019 Q3	$46K	Hold	1,094	–	–	﹤0.01%	564
2019 Q2	$46K	Hold	1,094	–	–	0.01%	574
2019 Q1	$47K	Buy	+1,094	New	+$47K	0.01%	533

Other funds holding REM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management's REM Position: Q3 2021 in Review

Sonora Investment Management held its iShares Mortgage Real Estate ETF (REM) position steady in Q3 2021 at 1,094 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #469.

Sonora Investment Management first reported a position in REM in Q1 2019 and has held it in 11 quarters since. The position peaked at $49K in Q4 2019. 168 funds tracked by Wall St. Rank hold REM as of Q3 2021.

Sonora Investment Management held 1,094 shares of iShares Mortgage Real Estate ETF worth $40K as of Q3 2021.
Sonora Investment Management left its iShares Mortgage Real Estate ETF share count unchanged in Q3 2021.
iShares Mortgage Real Estate ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #469 holding.
Sonora Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2019 and has held it in 11 quarters since.
Sonora Investment Management's iShares Mortgage Real Estate ETF position peaked at $49K in Q4 2019.
168 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.