Annapolis Financial Services’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
2023
Q2
Sell
-480
Closed -$15K 495
2023
Q1
$15K Sell
480
-177
-27% -$5.68K ﹤0.01% 273
2022
Q4
$20.1K Buy
+657
New +$20.4K 0.01% 243

Other funds holding PFF

Annapolis Financial Services's PFF Position: Q2 2023 in Review

Annapolis Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 480 shares — an estimated $15K sold.

Annapolis Financial Services first reported a position in PFF in Q4 2022 and held it in 2 quarters. The position peaked at $20.1K in Q4 2022. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Annapolis Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 480 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $15K.
  • Annapolis Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 2 quarters.
  • Annapolis Financial Services's iShares Preferred and Income Securities ETF position peaked at $20.1K in Q4 2022.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Annapolis Financial Services's 13F filing for Q2 2023, filed 18 Jul 2023.