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Twin Peaks Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Twin Peaks Wealth 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
2026
Q1 		$91.1K Buy
+4,241
New +$95.2K 0.02% 307
2025
Q3 		– Sell
-4,241
Closed -$93.9K – 1650
2025
Q2 		$93.9K Buy
+4,241
New +$89.1K 0.03% 241

Other funds holding REM

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Twin Peaks Wealth Advisors's REM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Mortgage Real Estate ETF (REM) in Q1 2026: 4,241 shares worth $91.1K. The stake represents 0.02% of the portfolio and ranks #307 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in REM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in REM in Q2 2025 and has held it in 2 quarters since. The position peaked at $93.9K in Q2 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 4,241 shares of iShares Mortgage Real Estate ETF worth $91.1K as of Q1 2026.
  • iShares Mortgage Real Estate ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Mortgage Real Estate ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #307 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $93.9K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.