Angeles Wealth Management’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
$6.33M Buy
206,216
+1,552
+0.8% +$47.6K 0.43% 28
2025
Q1
$6.29M Buy
204,664
+4,540
+2% +$140K 0.52% 25
2024
Q4
$6.29M Buy
200,124
+5,199
+3% +$163K 0.52% 25
2024
Q3
$6.48M Sell
194,925
-47,225
-20% -$1.57M 0.56% 23
2024
Q2
$7.64M Buy
242,150
+1,760
+0.7% +$55.5K 0.72% 23
2024
Q1
$7.75M Buy
240,390
+21,934
+10% +$707K 0.78% 22
2023
Q4
$6.81M Buy
218,456
+4,966
+2% +$155K 0.83% 22
2023
Q3
$6.44M Sell
213,490
-1,311
-0.6% -$39.5K 0.91% 21
2023
Q2
$6.64M Buy
214,801
+7,953
+4% +$246K 0.91% 21
2023
Q1
$6.46M Buy
206,848
+22,391
+12% +$699K 0.96% 21
2022
Q4
$5.63M Sell
184,457
-1,010
-0.5% -$30.8K 0.99% 21
2022
Q3
$5.87M Buy
185,467
+4,294
+2% +$136K 1.16% 19
2022
Q2
$5.96M Sell
181,173
-20,731
-10% -$682K 1.19% 20
2022
Q1
$7.35M Buy
+201,904
New +$7.35M 1.39% 18