BDO Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

BDO Wealth 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 Q2	$4.85M	Sell	156,805 -824	-0.5%	-$25.2K	0.56%	34
2023 Q1	$4.92M	Buy	157,629 +85,454	+118%	+$2.74M	0.6%	29
2022 Q4	$2.2M	Sell	72,175 -4,417	-6%	-$137K	0.27%	75
2022 Q3	$2.43M	Sell	76,592 -3,662	-5%	-$123K	0.32%	67
2022 Q2	$2.64M	Sell	80,254 -2,687	-3%	-$90.9K	0.32%	60
2022 Q1	$3.02M	Sell	82,941 -71,127	-46%	-$2.62M	0.32%	63
2021 Q4	$6.08M	Buy	154,068 +1,888	+1%	+$73.4K	0.64%	30
2021 Q3	$5.91M	Buy	152,180 +10,004	+7%	+$392K	0.65%	31
2021 Q2	$5.59M	Buy	142,176 +17,733	+14%	+$687K	0.62%	30
2021 Q1	$4.78M	Buy	124,443 +104,023	+509%	+$3.95M	0.56%	34
2020 Q4	$786K	Sell	20,420 -4,492	-18%	-$168K	0.11%	121
2020 Q3	$908K	Buy	24,912 +1,407	+6%	+$50.6K	0.15%	104
2020 Q2	$814K	Sell	23,505 -668	-3%	-$22.8K	0.14%	105
2020 Q1	$770K	Sell	24,173 -3,793	-14%	-$136K	0.16%	100
2019 Q4	$1.05M	Buy	27,966 +5,758	+26%	+$215K	0.27%	73
2019 Q3	$833K	Buy	22,208 +8,120	+58%	+$302K	0.21%	90
2019 Q2	$519K	Buy	14,088 +2,089	+17%	+$76.5K	0.14%	112
2019 Q1	$439K	Buy	11,999 +8,500	+243%	+$305K	0.13%	117
2018 Q4	$120K	Hold	3,499	–	–	0.04%	192
2018 Q3	$130K	Hold	3,499	–	–	0.04%	191
2018 Q2	$132K	Buy	3,499 +198	+6%	+$7.38K	0.04%	191
2018 Q1	$124K	Hold	3,301	–	–	0.05%	165
2017 Q4	$126K	Hold	3,301	–	–	0.06%	138
2017 Q3	$128K	Hold	3,301	–	–	0.06%	126
2017 Q2	$129K	Buy	+3,301	New	+$128K	0.06%	148

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

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

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

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

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

BDO Wealth Advisors's PFF Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.52% in Q2 2023, selling an estimated $25.2K and leaving 156,805 shares worth $4.85M. The position accounts for 0.56% of the portfolio, ranked #34.

BDO Wealth Advisors first reported a position in PFF in Q2 2017 and has held it in 25 quarters since. The position peaked at $6.08M in Q4 2021. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

BDO Wealth Advisors held 156,805 shares of iShares Preferred and Income Securities ETF worth $4.85M as of Q2 2023.
BDO Wealth Advisors sold 824 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $25.2K.
iShares Preferred and Income Securities ETF made up 0.56% of BDO Wealth Advisors's portfolio in Q2 2023, its #34 holding.
BDO Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $6.08M in Q4 2021.
960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.