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

Benchmark 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
2021 Q3	–	Sell	-6,414	Closed	-$252K	–	47
2021 Q2	$252K	Hold	6,414	–	–	0.17%	41
2021 Q1	$246K	Hold	6,414	–	–	0.18%	38
2020 Q4	$247K	Hold	6,414	–	–	0.19%	38
2020 Q3	$234K	Hold	6,414	–	–	0.18%	40
2020 Q2	$222K	Sell	6,414 -10,358	-62%	-$353K	0.19%	41
2020 Q1	$534K	Hold	16,772	–	–	0.53%	17
2019 Q4	$630K	Buy	+16,772	New	+$626K	0.54%	21

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benchmark Wealth Management's PFF Position: Q3 2021 in Review

Benchmark Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2021, closing a stake of 6,414 shares — an estimated $252K sold.

Benchmark Wealth Management first reported a position in PFF in Q4 2019 and held it in 7 quarters. The position peaked at $630K in Q4 2019. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

Benchmark Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2021 after selling out during the quarter.
Benchmark Wealth Management sold 6,414 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $252K.
Benchmark Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 7 quarters.
Benchmark Wealth Management's iShares Preferred and Income Securities ETF position peaked at $630K in Q4 2019.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Benchmark Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.