Aprio 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 | $2.93M | Sell |
95,562
-2,931
| -3% | -$89.9K | 0.33% | 53 |
|
2025
Q1 | $3.03M | Buy |
98,493
+2,768
| +3% | +$85.1K | 0.38% | 45 |
|
2024
Q4 | $3.01M | Buy |
95,725
+13,193
| +16% | +$415K | 0.44% | 43 |
|
2024
Q3 | $2.74M | Buy |
82,532
+531
| +0.6% | +$17.6K | 0.44% | 41 |
|
2024
Q2 | $2.59M | Buy |
82,001
+42,721
| +109% | +$1.35M | 0.47% | 36 |
|
2024
Q1 | $1.27M | Sell |
39,280
-22,957
| -37% | -$740K | 0.25% | 51 |
|
2023
Q4 | $1.94M | Buy |
62,237
+3,594
| +6% | +$112K | 0.43% | 35 |
|
2023
Q3 | $1.77M | Buy |
58,643
+39,241
| +202% | +$1.18M | 0.49% | 31 |
|
2023
Q2 | $600K | Buy |
+19,402
| New | +$600K | 0.16% | 66 |
|