Aletheian Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
100,195
+6,776
| +7% | +$208K | 1.51% | 17 |
|
|
2025
Q1 | $2.87M | Buy |
93,419
+7,277
| +8% | +$224K | 1.61% | 14 |
|
|
2024
Q4 | $2.71M | Buy |
86,142
+1,430
| +2% | +$45K | 1.6% | 15 |
|
|
2024
Q3 | $2.81M | Buy |
84,712
+2,111
| +3% | +$70.1K | 1.64% | 14 |
|
|
2024
Q2 | $2.61M | Buy |
82,601
+13,452
| +19% | +$424K | 1.37% | 20 |
|
|
2024
Q1 | $2.23M | Buy |
69,149
+8,639
| +14% | +$278K | 1.21% | 21 |
|
|
2023
Q4 | $1.89M | Buy |
60,510
+11,306
| +23% | +$353K | 1.25% | 20 |
|
|
2023
Q3 | $1.48M | Buy |
49,204
+1,645
| +3% | +$49.6K | 1.14% | 22 |
|
|
2023
Q2 | $1.47M | Sell |
47,559
-9,265
| -16% | -$287K | 1.01% | 25 |
|
|
2023
Q1 | $1.77M | Buy |
56,824
+20,344
| +56% | +$635K | 1.57% | 16 |
|
|
2022
Q4 | $1.11M | Buy |
36,480
+8,373
| +30% | +$256K | 0.96% | 28 |
|
|
2022
Q3 | $890K | Sell |
28,107
-5,157
| -16% | -$163K | 1.01% | 29 |
|
|
2022
Q2 | $1.09M | Buy |
33,264
+591
| +2% | +$19.4K | 1.11% | 27 |
|
|
2022
Q1 | $1.19M | Buy |
32,673
+8,266
| +34% | +$301K | 1.13% | 26 |
|
|
2021
Q4 | $962K | Buy |
+24,407
| New | +$962K | 0.94% | 22 |
|