BIA
Barry Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-16,235
| Closed | -$499K | – | 109 |
|
2025
Q1 | $499K | Sell |
16,235
-757
| -4% | -$23.3K | 0.13% | 68 |
|
2024
Q4 | $534K | Sell |
16,992
-753
| -4% | -$23.7K | 0.17% | 66 |
|
2024
Q3 | $590K | Buy |
17,745
+79
| +0.4% | +$2.63K | 0.18% | 62 |
|
2024
Q2 | $557K | Sell |
17,666
-2,103
| -11% | -$66.3K | 0.19% | 67 |
|
2024
Q1 | $637K | Sell |
19,769
-675
| -3% | -$21.8K | 0.21% | 57 |
|
2023
Q4 | $638K | Buy |
+20,444
| New | +$638K | 0.22% | 57 |
|
2019
Q2 | – | Sell |
-7,385
| Closed | -$270K | – | 73 |
|
2019
Q1 | $270K | Hold |
7,385
| – | – | 0.08% | 62 |
|
2018
Q4 | $253K | Buy |
7,385
+550
| +8% | +$18.8K | 0.09% | 65 |
|
2018
Q3 | $254K | Hold |
6,835
| – | – | 0.09% | 63 |
|
2018
Q2 | $258K | Hold |
6,835
| – | – | 0.1% | 62 |
|
2018
Q1 | $257K | Hold |
6,835
| – | – | 0.1% | 60 |
|
2017
Q4 | $260K | Hold |
6,835
| – | – | 0.1% | 61 |
|
2017
Q3 | $265K | Hold |
6,835
| – | – | 0.1% | 61 |
|
2017
Q2 | $268K | Hold |
6,835
| – | – | 0.1% | 57 |
|
2017
Q1 | $265K | Buy |
+6,835
| New | +$265K | 0.1% | 58 |
|