Balanced Wealth Group’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 | $1.24M | Sell |
39,640
-9,783
| -20% | -$306K | 0.54% | 23 |
|
|
2025
Q1 | $1.52M | Sell |
49,423
-307
| -0.6% | -$9.43K | 0.73% | 21 |
|
|
2024
Q4 | $1.56M | Sell |
49,730
-76,252
| -61% | -$2.39M | 0.7% | 22 |
|
|
2024
Q3 | $4.16M | Sell |
125,982
-74,517
| -37% | -$2.46M | 1.84% | 14 |
|
|
2024
Q2 | $5.43M | Sell |
200,499
-14,720
| -7% | -$399K | 2.47% | 12 |
|
|
2024
Q1 | $5.91M | Buy |
215,219
+10,497
| +5% | +$288K | 2.63% | 12 |
|
|
2023
Q4 | $6.39M | Buy |
+204,722
| New | +$6.39M | 3.32% | 10 |
|