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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.66M	Buy	285,545 +23,002	+9%	+$720K	0.47%	29
2025 Q4	$8.13M	Buy	262,543 +27,644	+12%	+$861K	0.45%	32
2025 Q3	$7.43M	Buy	234,899 +28,683	+14%	+$902K	0.46%	30
2025 Q2	$6.33M	Buy	206,216 +1,552	+0.8%	+$46.7K	0.43%	28
2025 Q1	$6.29M	Buy	204,664 +4,540	+2%	+$143K	0.52%	25
2024 Q4	$6.29M	Buy	200,124 +5,199	+3%	+$170K	0.52%	25
2024 Q3	$6.48M	Sell	194,925 -47,225	-20%	-$1.52M	0.56%	23
2024 Q2	$7.64M	Buy	242,150 +1,760	+0.7%	+$55.4K	0.72%	23
2024 Q1	$7.75M	Buy	240,390 +21,934	+10%	+$699K	0.78%	22
2023 Q4	$6.81M	Buy	218,456 +4,966	+2%	+$148K	0.83%	22
2023 Q3	$6.44M	Sell	213,490 -1,311	-0.6%	-$40.1K	0.91%	21
2023 Q2	$6.64M	Buy	214,801 +7,953	+4%	+$243K	0.91%	21
2023 Q1	$6.46M	Buy	206,848 +22,391	+12%	+$719K	0.96%	21
2022 Q4	$5.63M	Sell	184,457 -1,010	-0.5%	-$31.4K	0.99%	21
2022 Q3	$5.87M	Buy	185,467 +4,294	+2%	+$144K	1.16%	19
2022 Q2	$5.96M	Sell	181,173 -20,731	-10%	-$702K	1.19%	20
2022 Q1	$7.35M	Buy	+201,904	New	+$7.42M	1.39%	18