AFT Forsyth & Company’s iShares Preferred and Income Securities ETF PFF Stock Holding History

AFT Forsyth & Company’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	-23,429	Closed	-$924K	–	157
2021 Q4	$924K	Sell	23,429 -4,904	-17%	-$191K	0.47%	63
2021 Q3	$1.1M	Buy	28,333 +1,782	+7%	+$69.9K	0.59%	55
2021 Q2	$1.04M	Buy	26,551 +1,816	+7%	+$70.3K	0.56%	55
2021 Q1	$950K	Buy	24,735 +153	+0.6%	+$5.8K	0.57%	59
2020 Q4	$947K	Buy	24,582 +1,796	+8%	+$67.1K	0.59%	57
2020 Q3	$831K	Buy	22,786 +855	+4%	+$30.8K	0.62%	57
2020 Q2	$760K	Buy	21,931 +756	+4%	+$25.8K	0.64%	50
2020 Q1	$674K	Sell	21,175 -32,722	-61%	-$1.17M	0.68%	48
2019 Q4	$2.03M	Sell	53,897 -1,133	-2%	-$42.3K	1.55%	14
2019 Q3	$2.06M	Sell	55,030 -245	-0.4%	-$9.12K	1.71%	12
2019 Q2	$2.04M	Sell	55,275 -485	-0.9%	-$17.8K	1.68%	12
2019 Q1	$2.04M	Sell	55,760 -71	-0.1%	-$2.55K	1.77%	10
2018 Q4	$1.91M	Sell	55,831 -18,018	-24%	-$638K	1.9%	8
2018 Q3	$2.74M	Sell	73,849 -770	-1%	-$28.9K	2.27%	6
2018 Q2	$2.81M	Buy	74,619 +377	+0.5%	+$14K	2.47%	3
2018 Q1	$2.79M	Sell	74,242 -4,805	-6%	-$180K	2.6%	3
2017 Q4	$3.01M	Buy	+79,047	New	+$3.03M	2.94%	2
2013 Q3	$2.21M	Sell	58,115 -600	-1%	-$22.9K	2.86%	3
2013 Q2	$2.31M	Buy	+58,715	New	+$2.36M	3.3%	3

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

AFT Forsyth & Company's PFF Position: Q1 2022 in Review

AFT Forsyth & Company sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 23,429 shares — an estimated $924K sold.

AFT Forsyth & Company first reported a position in PFF in Q2 2013 and held it in 19 quarters. The position peaked at $3.01M in Q4 2017. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

AFT Forsyth & Company reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
AFT Forsyth & Company sold 23,429 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $924K.
AFT Forsyth & Company first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 19 quarters.
AFT Forsyth & Company's iShares Preferred and Income Securities ETF position peaked at $3.01M in Q4 2017.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on AFT Forsyth & Company's 13F filing for Q1 2022, filed 10 May 2022.