Biltmore Family Office’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Biltmore Family Office’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
2024 Q3	–	Sell	-907	Closed	-$28.6K	–	276
2024 Q2	$28.6K	Hold	907	–	–	0.01%	213
2024 Q1	$29.2K	Buy	+907	New	+$28.9K	0.01%	209
2021 Q1	–	Sell	-400	Closed	-$15K	–	189
2020 Q4	$15K	Hold	400	–	–	﹤0.01%	176
2020 Q3	$15K	Sell	400 -192	-32%	-$6.91K	0.01%	156
2020 Q2	$21K	Hold	592	–	–	0.01%	162
2020 Q1	$19K	Buy	+592	New	+$21.2K	0.01%	156

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Biltmore Family Office's PFF Position: Q3 2024 in Review

Biltmore Family Office sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2024, closing a stake of 907 shares — an estimated $28.6K sold.

Biltmore Family Office first reported a position in PFF in Q1 2020 and held it in 6 quarters. The position peaked at $29.2K in Q1 2024. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

Biltmore Family Office reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
Biltmore Family Office sold 907 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $28.6K.
Biltmore Family Office first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 6 quarters.
Biltmore Family Office's iShares Preferred and Income Securities ETF position peaked at $29.2K in Q1 2024.
1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Biltmore Family Office's 13F filing for Q3 2024, filed 12 Nov 2024.