Beaird Harris Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Beaird Harris Wealth Management’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
2026 Q2	$22.7K	Hold	745	–	–	﹤0.01%	328
2026 Q1	$22.6K	Hold	745	–	–	﹤0.01%	306
2025 Q4	$23.1K	Hold	745	–	–	﹤0.01%	324
2025 Q3	$23.6K	Hold	745	–	–	﹤0.01%	316
2025 Q2	$22.9K	Sell	745 -1,865	-71%	-$56.1K	﹤0.01%	318
2025 Q1	$80.2K	Buy	2,610 +1,865	+250%	+$58.8K	0.01%	184
2024 Q4	$23.4K	Hold	745	–	–	﹤0.01%	298
2024 Q3	$24.8K	Sell	745 -100	-12%	-$3.22K	﹤0.01%	277
2024 Q2	$26.7K	Hold	845	–	–	﹤0.01%	277
2024 Q1	$27.2K	Hold	845	–	–	﹤0.01%	251
2023 Q4	$26.4K	Hold	845	–	–	﹤0.01%	239
2023 Q3	$25.5K	Hold	845	–	–	﹤0.01%	222
2023 Q2	$26.1K	Hold	845	–	–	﹤0.01%	211
2023 Q1	$26.4K	Hold	845	–	–	﹤0.01%	209
2022 Q4	$25.8K	Hold	845	–	–	﹤0.01%	226
2022 Q3	$27K	Buy	845 +100	+13%	+$3.35K	0.01%	210
2022 Q2	$24K	Sell	745 -251	-25%	-$8.49K	0.01%	188
2022 Q1	$36K	Sell	996 -6,000	-86%	-$221K	0.01%	210
2021 Q4	$276K	Buy	+6,996	New	+$272K	0.1%	96

Other funds holding PFF

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return