BBJS Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

BBJS 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
2024 Q3	$43.4K	Buy	+1,307	New	+$42.1K	0.02%	78

Other funds holding PFF

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BBJS Financial Advisors's PFF Position: Q3 2024 in Review

BBJS Financial Advisors opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q3 2024: 1,307 shares worth $43.4K. The stake represents 0.02% of the portfolio and ranks #78 among its holdings.

1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

BBJS Financial Advisors held 1,307 shares of iShares Preferred and Income Securities ETF worth $43.4K as of Q3 2024.
iShares Preferred and Income Securities ETF was a new BBJS Financial Advisors position in Q3 2024.
iShares Preferred and Income Securities ETF made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #78 holding.
1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.