Annis Gardner Whiting Capital 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	$580K	Hold	18,908	–	–	0.2%	106
2025 Q1	$581K	Hold	18,908	–	–	0.25%	83
2024 Q4	$594K	Hold	18,908	–	–	0.17%	112
2024 Q3	$628K	Buy	18,908 +4,000	+27%	+$133K	0.18%	106
2024 Q2	$470K	Buy	14,908 +12,017	+416%	+$379K	0.13%	137
2024 Q1	$93.2K	Buy	+2,891	New	+$93.2K	0.03%	289