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Baker Tilly Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Baker Tilly Wealth Management’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,304
Closed -$525K – 380
2024
Q1 		$525K Sell
16,304
-141
-0.9% -$4.5K 0.1% 239
2023
Q4 		$513K Hold
16,445
– – 0.08% 273
2023
Q3 		$496K Buy
16,445
+175
+1% +$5.35K 0.08% 261
2023
Q2 		$503K Sell
16,270
-49
-0.3% -$1.5K 0.05% 337
2023
Q1 		$509K Sell
16,319
-22
-0.1% -$707 0.06% 329
2022
Q4 		$499K Sell
16,341
-27
-0.2% -$840 0.06% 325
2022
Q3 		$518K Sell
16,368
-934
-5% -$31.3K 0.07% 285
2022
Q2 		$569K Sell
17,302
-300
-2% -$10.2K 0.07% 268
2022
Q1 		$641K Buy
17,602
+530
+3% +$19.5K 0.07% 277
2021
Q4 		$673K Buy
17,072
+102
+0.6% +$3.96K 0.07% 294
2021
Q3 		$659K Buy
16,970
+25
+0.1% +$981 0.09% 259
2021
Q2 		$667K Sell
16,945
-334
-2% -$12.9K 0.11% 210
2021
Q1 		$664K Sell
17,279
-4,566
-21% -$173K 0.14% 190
2020
Q4 		$841K Buy
+21,845
New +$816K 0.26% 95

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baker Tilly Wealth Management's PFF Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 16,304 shares — an estimated $525K sold.

Baker Tilly Wealth Management first reported a position in PFF in Q4 2020 and held it in 14 quarters. The position peaked at $841K in Q4 2020. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 16,304 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $525K.
  • Baker Tilly Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's iShares Preferred and Income Securities ETF position peaked at $841K in Q4 2020.
  • 1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.