Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $519K | Sell |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $816K | Sell |
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|
2024
Q1 | $872K | Sell |
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|
2023
Q4 | $859K | Sell |
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|
2023
Q3 | $928K | Sell |
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|
2023
Q2 | $982K | Buy |
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|
2023
Q1 | $951K | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $4.03M | Sell |
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|
2021
Q2 | $4.27M | Sell |
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|
2021
Q1 | $5.42M | Sell |
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|
2020
Q4 | $5.97M | Buy |
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|
2020
Q3 | $5.29M | Buy |
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|
2020
Q2 | $4.75M | Buy |
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|
2020
Q1 | $4.25M | Sell |
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|
2019
Q4 | $5.16M | Buy |
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|
2019
Q3 | $4.93M | Buy |
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|
2019
Q2 | $4.47M | Buy |
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|
2019
Q1 | $4.4M | Buy |
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|
2018
Q4 | $3.86M | Buy |
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|
2018
Q3 | $3.91M | Buy |
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|
2018
Q2 | $3.72M | Buy |
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|
2018
Q1 | $3.46M | Buy |
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