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

Abound 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
2024
Q3 		– Sell
-109
Closed -$3.44K – 1328
2024
Q2 		$3.44K Buy
109
+106
+3,533% +$3.34K ﹤0.01% 568
2024
Q1 		$90 Sell
3
-1,578
-100% -$50.3K ﹤0.01% 1274
2023
Q4 		$49.3K Sell
1,581
-31,830
-95% -$951K 0.02% 147
2023
Q3 		$1.01M Buy
33,411
+6,255
+23% +$191K 0.43% 27
2023
Q2 		$840K Sell
27,156
-8,722
-24% -$267K 0.35% 28
2023
Q1 		$1.12M Buy
35,878
+4,475
+14% +$144K 0.5% 25
2022
Q4 		$959K Sell
31,403
-8,374
-21% -$260K 0.47% 26
2022
Q3 		$1.26M Sell
39,777
-17,669
-31% -$592K 0.68% 20
2022
Q2 		$1.89M Buy
57,446
+12,628
+28% +$427K 1.05% 18
2022
Q1 		$1.63M Buy
44,818
+39,165
+693% +$1.44M 1.18% 15
2021
Q4 		$223K Buy
+5,653
New +$220K 0.18% 35

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abound Wealth Management's PFF Position: Q3 2024 in Review

Abound Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 109 shares — an estimated $3.44K sold.

Abound Wealth Management first reported a position in PFF in Q4 2021 and held it in 11 quarters. The position peaked at $1.89M in Q2 2022. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • Abound Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 109 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $3.44K.
  • Abound Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 11 quarters.
  • Abound Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.89M in Q2 2022.
  • 1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.