Axis Wealth Partners’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
$225K Sell
7,348
-202
-3% -$6.2K 0.15% 136
2025
Q1
$232K Sell
7,550
-133
-2% -$4.09K 0.17% 130
2024
Q4
$242K Buy
+7,683
New +$242K 0.2% 124