Abacus Planning Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Abacus Planning Group’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
2023 Q4	–	Sell	-9,000	Closed	-$271K	–	208
2023 Q3	$271K	Hold	9,000	–	–	0.07%	146
2023 Q2	$278K	Hold	9,000	–	–	0.07%	147
2023 Q1	$281K	Hold	9,000	–	–	0.07%	137
2022 Q4	$275K	Buy	+9,000	New	+$280K	0.08%	136

Other funds holding PFF

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Abacus Planning Group's PFF Position: Q4 2023 in Review

Abacus Planning Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 9,000 shares — an estimated $271K sold.

Abacus Planning Group first reported a position in PFF in Q4 2022 and held it in 4 quarters. The position peaked at $281K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Abacus Planning Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Abacus Planning Group sold 9,000 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $271K.
Abacus Planning Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 4 quarters.
Abacus Planning Group's iShares Preferred and Income Securities ETF position peaked at $281K in Q1 2023.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Abacus Planning Group's 13F filing for Q4 2023, filed 19 Jan 2024.