True Link Financial Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

True Link Financial Advisors’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
2023 Q4	–	Sell	-26,099	Closed	-$583K	–	98
2023 Q3	$583K	Hold	26,099	–	–	0.07%	71
2023 Q2	$616K	Hold	26,099	–	–	0.07%	71
2023 Q1	$570K	Hold	26,099	–	–	0.07%	75
2022 Q4	$592K	Hold	26,099	–	–	0.08%	71
2022 Q3	$547K	Hold	26,099	–	–	0.08%	78
2022 Q2	$698K	Hold	26,099	–	–	0.11%	75
2022 Q1	$853K	Hold	26,099	–	–	0.12%	70
2021 Q4	$901K	Sell	26,099 -56	-0.2%	-$2.05K	0.12%	83
2021 Q3	$946K	Sell	26,155 -1,040	-4%	-$37.9K	0.13%	73
2021 Q2	$1.01M	Sell	27,195 -15	-0.1%	-$550	0.15%	61
2021 Q1	$959K	Hold	27,210	–	–	0.14%	68
2020 Q4	$867K	Buy	+27,210	New	+$786K	0.14%	68

Other funds holding REM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

True Link Financial Advisors's REM Position: Q4 2023 in Review

True Link Financial Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2023, closing a stake of 26,099 shares — an estimated $583K sold.

True Link Financial Advisors first reported a position in REM in Q4 2020 and held it in 12 quarters. The position peaked at $1.01M in Q2 2021. 128 funds tracked by Wall St. Rank hold REM as of Q4 2023.

True Link Financial Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 26,099 iShares Mortgage Real Estate ETF shares in Q4 2023, an estimated $583K.
True Link Financial Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's iShares Mortgage Real Estate ETF position peaked at $1.01M in Q2 2021.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.