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Beacon Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Beacon Investment 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
Q1 		– Sell
-6,739
Closed -$206K – 129
2022
Q4 		$206K Buy
+6,739
New +$210K 0.17% 119

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beacon Investment Advisors's PFF Position: Q1 2023 in Review

Beacon Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 6,739 shares — an estimated $206K sold.

Beacon Investment Advisors first reported a position in PFF in Q4 2022 and held it in 1 quarter. The position peaked at $206K in Q4 2022. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

  • Beacon Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Investment Advisors sold 6,739 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $206K.
  • Beacon Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $206K in Q4 2022.
  • 951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Beacon Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.