Balanced Wealth Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Sell	33,618 -5,369	-14%	-$168K	0.36%	30
2025 Q4	$1.24M	Sell	38,987 -4,477	-10%	-$139K	0.45%	27
2025 Q3	$1.33M	Buy	43,464 +3,824	+10%	+$120K	0.59%	22
2025 Q2	$1.24M	Sell	39,640 -9,783	-20%	-$294K	0.54%	23
2025 Q1	$1.52M	Sell	49,423 -307	-0.6%	-$9.68K	0.73%	21
2024 Q4	$1.56M	Sell	49,730 -76,252	-61%	-$2.49M	0.7%	22
2024 Q3	$4.16M	Sell	125,982 -74,517	-37%	-$2.4M	1.84%	14
2024 Q2	$5.43M	Sell	200,499 -14,720	-7%	-$463K	2.47%	12
2024 Q1	$5.91M	Buy	215,219 +10,497	+5%	+$335K	2.63%	12
2023 Q4	$6.39M	Buy	+204,722	New	+$6.12M	3.32%	10