Balboa Wealth Partners’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	$267K	Buy	8,816 +3	+0%	+$94	0.04%	330
2025 Q4	$273K	Sell	8,813 -333	-4%	-$10.4K	0.05%	310
2025 Q3	$289K	Buy	9,146 +396	+5%	+$12.5K	0.05%	275
2025 Q2	$268K	Buy	8,750 +163	+2%	+$4.91K	0.05%	272
2025 Q1	$264K	Buy	8,587 +1	+0%	+$32	0.06%	217
2024 Q4	$270K	Sell	8,586 -500	-6%	-$16.3K	0.06%	229
2024 Q3	$302K	Sell	9,086 -13,356	-60%	-$430K	0.08%	188
2024 Q2	$708K	Buy	22,442 +112	+0.5%	+$3.53K	0.19%	98
2024 Q1	$720K	Sell	22,330 -22	-0.1%	-$701	0.21%	87
2023 Q4	$697K	Buy	22,352 +1,249	+6%	+$37.3K	0.23%	84
2023 Q3	$636K	Buy	21,103 +553	+3%	+$16.9K	0.24%	76
2023 Q2	$636K	Buy	20,550 +10,637	+107%	+$325K	0.22%	83
2023 Q1	$309K	Buy	9,913 +1,842	+23%	+$59.2K	0.12%	158
2022 Q4	$246K	Buy	8,071 +500	+7%	+$15.6K	0.11%	185
2022 Q3	$240K	Buy	+7,571	New	+$254K	0.11%	171