Betterment LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,077
| Closed | -$317K | – | 466 |
|
|
2024
Q4 | $317K | Buy |
10,077
+74
| +0.7% | +$2.33K | ﹤0.01% | 376 |
|
|
2024
Q3 | $332K | Buy |
10,003
+889
| +10% | +$29.5K | ﹤0.01% | 356 |
|
|
2024
Q2 | $288K | Buy |
9,114
+2,726
| +43% | +$86.1K | ﹤0.01% | 349 |
|
|
2024
Q1 | $206K | Sell |
6,388
-335
| -5% | -$10.8K | ﹤0.01% | 349 |
|
|
2023
Q4 | $210K | Sell |
6,723
-25,444
| -79% | -$795K | ﹤0.01% | 311 |
|
|
2023
Q3 | $970K | Sell |
32,167
-328
| -1% | -$9.89K | ﹤0.01% | 168 |
|
|
2023
Q2 | $1.01M | Buy |
+32,495
| New | +$1.01M | ﹤0.01% | 155 |
|
|
2023
Q1 | – | Sell |
-28,880
| Closed | -$882K | – | 272 |
|
|
2022
Q4 | $882K | Buy |
+28,880
| New | +$882K | ﹤0.01% | 155 |
|
|
2022
Q2 | – | Sell |
-24,359
| Closed | -$887K | – | 235 |
|
|
2022
Q1 | $887K | Sell |
24,359
-248
| -1% | -$9.03K | ﹤0.01% | 148 |
|
|
2021
Q4 | $970K | Buy |
24,607
+4,437
| +22% | +$175K | ﹤0.01% | 135 |
|
|
2021
Q3 | $783K | Buy |
20,170
+1,237
| +7% | +$48K | ﹤0.01% | 138 |
|
|
2021
Q2 | $745K | Buy |
18,933
+15
| +0.1% | +$590 | ﹤0.01% | 128 |
|
|
2021
Q1 | $726K | Buy |
18,918
+2,576
| +16% | +$98.9K | ﹤0.01% | 104 |
|
|
2020
Q4 | $629K | Buy |
16,342
+437
| +3% | +$16.8K | ﹤0.01% | 103 |
|
|
2020
Q3 | $580K | Buy |
15,905
+14
| +0.1% | +$511 | ﹤0.01% | 91 |
|
|
2020
Q2 | $550K | Buy |
+15,891
| New | +$550K | ﹤0.01% | 91 |
|
|
2020
Q1 | – | Sell |
-6,131
| Closed | -$230K | – | 116 |
|
|
2019
Q4 | $230K | Buy |
+6,131
| New | +$230K | ﹤0.01% | 111 |
|
|
2016
Q4 | – | Sell |
-15,090
| Closed | -$596K | – | 66 |
|
|
2016
Q3 | $596K | Buy |
15,090
+275
| +2% | +$10.9K | 0.01% | 36 |
|
|
2016
Q2 | $591K | Buy |
+14,815
| New | +$591K | 0.01% | 35 |
|