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Almanack Investment Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Almanack Investment Partners’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
Q3 		– Sell
-8,480
Closed -$279K – 871
2022
Q2 		$279K Sell
8,480
-4,014
-32% -$136K 0.03% 342
2022
Q1 		$455K Buy
12,494
+1,921
+18% +$70.6K 0.04% 275
2021
Q4 		$417K Sell
10,573
-282
-3% -$11K 0.03% 295
2021
Q3 		$421K Buy
10,855
+245
+2% +$9.61K 0.04% 295
2021
Q2 		$417K Buy
10,610
+2,662
+33% +$103K 0.04% 262
2021
Q1 		$305K Buy
7,948
+1,815
+30% +$68.8K 0.03% 310
2020
Q4 		$236K Buy
6,133
+372
+6% +$13.9K 0.03% 325
2020
Q3 		$214K Sell
5,761
-1,609
-22% -$57.9K 0.03% 360
2020
Q2 		$255K Sell
7,370
-4,445
-38% -$151K 0.05% 210
2020
Q1 		$376K Buy
11,815
+1,283
+12% +$46K 0.08% 154
2019
Q4 		$396K Sell
10,532
-1,910
-15% -$71.3K 0.08% 124
2019
Q3 		$467K Buy
12,442
+406
+3% +$15.1K 0.09% 119
2019
Q2 		$444K Buy
12,036
+5,620
+88% +$206K 0.1% 101
2019
Q1 		$235K Sell
6,416
-490
-7% -$17.6K 0.07% 123
2018
Q4 		$236K Sell
6,906
-3,571
-34% -$126K 0.07% 138
2018
Q3 		$378K Sell
10,477
-1,119
-10% -$42K 0.1% 108
2018
Q2 		$437K Sell
11,596
-5,346
-32% -$199K 0.2% 47
2018
Q1 		$636K Buy
16,942
+4,340
+34% +$163K 0.24% 38
2017
Q4 		$480K Buy
12,602
+454
+4% +$17.4K 0.19% 59
2017
Q3 		$471K Sell
12,148
-89
-0.7% -$3.47K 0.23% 48
2017
Q2 		$479K Buy
12,237
+3,672
+43% +$143K 0.27% 62
2017
Q1 		$331K Sell
8,565
-3,378
-28% -$129K 0.25% 70
2016
Q4 		$444K Buy
+11,943
New +$454K 0.37% 34

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Almanack Investment Partners's PFF Position: Q3 2022 in Review

Almanack Investment Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2022, closing a stake of 8,480 shares — an estimated $279K sold.

Almanack Investment Partners first reported a position in PFF in Q4 2016 and held it in 23 quarters. The position peaked at $636K in Q1 2018. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

  • Almanack Investment Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 8,480 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $279K.
  • Almanack Investment Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 23 quarters.
  • Almanack Investment Partners's iShares Preferred and Income Securities ETF position peaked at $636K in Q1 2018.
  • 950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.