1834 Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

1834 Investment Advisors’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,200	Closed	-$105K	–	379
2022 Q2	$105K	Buy	+3,200	New	+$108K	0.01%	223
2022 Q1	–	Sell	-140	Closed	-$6K	–	465
2021 Q4	$6K	Sell	140 -291	-68%	-$11.3K	﹤0.01%	414
2021 Q3	$17K	Hold	431	–	–	﹤0.01%	357
2021 Q2	$17K	Sell	431 -784	-65%	-$30.4K	﹤0.01%	376
2021 Q1	$47K	Hold	1,215	–	–	0.01%	269
2020 Q4	$47K	Hold	1,215	–	–	0.01%	270
2020 Q3	$44K	Hold	1,215	–	–	0.01%	270
2020 Q2	$42K	Hold	1,215	–	–	0.01%	252
2020 Q1	$39K	Hold	1,215	–	–	0.01%	265
2019 Q4	$46K	Buy	+1,215	New	+$45.3K	0.01%	280
2018 Q3	–	Sell	-165	Closed	-$6K	–	417
2018 Q2	$6K	Sell	165 -66	-29%	-$2.46K	﹤0.01%	391
2018 Q1	$9K	Sell	231 -1,414	-86%	-$53.1K	﹤0.01%	387
2017 Q4	$63K	Buy	+1,645	New	+$63.2K	0.01%	275

Other funds holding PFF

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1834 Investment Advisors's PFF Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2022, closing a stake of 3,200 shares — an estimated $105K sold.

1834 Investment Advisors first reported a position in PFF in Q4 2017 and held it in 13 quarters. The position peaked at $105K in Q2 2022. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

1834 Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 3,200 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $105K.
1834 Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 13 quarters.
1834 Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $105K in Q2 2022.
950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.