9258 Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

9258 Wealth Management’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 Q1	–	Sell	-5,349	Closed	-$211K	–	377
2021 Q4	$211K	Buy	5,349 +15	+0.3%	+$583	0.05%	342
2021 Q3	$207K	Buy	+5,334	New	+$209K	0.06%	326
2021 Q2	–	Sell	-5,304	Closed	-$204K	–	357
2021 Q1	$204K	Sell	5,304 -311	-6%	-$11.8K	0.06%	308
2020 Q4	$216K	Buy	+5,615	New	+$210K	0.07%	278
2020 Q1	–	Sell	-5,691	Closed	-$214K	–	302
2019 Q4	$214K	Buy	+5,691	New	+$212K	0.08%	270
2019 Q2	–	Sell	-6,207	Closed	-$227K	–	187
2019 Q1	$227K	Buy	6,207 +13	+0.2%	+$467	0.19%	141
2018 Q4	$212K	Buy	+6,194	New	+$219K	0.2%	145

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

9258 Wealth Management's PFF Position: Q1 2022 in Review

9258 Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 5,349 shares — an estimated $211K sold.

9258 Wealth Management first reported a position in PFF in Q4 2018 and held it in 7 quarters. The position peaked at $227K in Q1 2019. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

9258 Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 5,349 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $211K.
9258 Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 7 quarters.
9258 Wealth Management's iShares Preferred and Income Securities ETF position peaked at $227K in Q1 2019.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.