Baron Silver Stevens Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Baron Silver Stevens Financial Advisors’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
2023 Q4	–	Sell	-8,013	Closed	-$242K	–	114
2023 Q3	$242K	Hold	8,013	–	–	0.05%	92
2023 Q2	$248K	Hold	8,013	–	–	0.05%	95
2023 Q1	$250K	Sell	8,013 -5,060	-39%	-$163K	0.07%	90
2022 Q4	$399K	Buy	13,073 +953	+8%	+$29.6K	0.1%	58
2022 Q3	$115	Buy	+12,120	New	+$406K	0.03%	91
2022 Q1	–	Sell	-14,373	Closed	-$566K	–	97
2021 Q4	$566K	Buy	14,373 +280	+2%	+$10.9K	0.13%	46
2021 Q3	$546K	Buy	+14,093	New	+$553K	0.15%	41
2021 Q1	–	Sell	-510	Closed	-$19K	–	345
2020 Q4	$19K	Buy	+510	New	+$19.1K	0.01%	205

Other funds holding PFF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's PFF Position: Q4 2023 in Review

Baron Silver Stevens Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 8,013 shares — an estimated $242K sold.

Baron Silver Stevens Financial Advisors first reported a position in PFF in Q4 2020 and held it in 8 quarters. The position peaked at $566K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Baron Silver Stevens Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 8,013 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $242K.
Baron Silver Stevens Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 8 quarters.
Baron Silver Stevens Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $566K in Q4 2021.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.