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BOLTON SECURITIES CORPORATION’s iShares Mortgage Real Estate ETF REM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$94.2K Sell
5,175
-300
-5% -$6.4K ﹤0.01% 1147
2026
Q2 		$121K Hold
5,475
– – ﹤0.01% 1053
2026
Q1 		$118K Buy
+5,475
New +$123K 0.01% 968
2025
Q3 		$510K Buy
+23,206
New +$517K 0.02% 508
2025
Q1 		$499K Buy
+22,219
New +$501K 0.03% 482

Other funds holding REM

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's REM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares Mortgage Real Estate ETF (REM) stake by 5.5% in Q3 2026, selling an estimated $6.4K and leaving 5,175 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

BOLTON SECURITIES CORPORATION first reported a position in REM in Q1 2025 and has held it in 5 quarters since. The position peaked at $510K in Q3 2025. 74 funds tracked by Wall St. Rank hold REM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 5,175 shares of iShares Mortgage Real Estate ETF worth $94.2K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 300 iShares Mortgage Real Estate ETF shares in Q3 2026, an estimated $6.4K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1147 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Mortgage Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Mortgage Real Estate ETF position peaked at $510K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.