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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,838
Closed -$213K 118
2022
Q1
$213K Sell
5,838
-248
-4% -$9.12K 0.19% 108
2021
Q4
$240K Buy
6,086
+8
+0.1% +$311 0.21% 101
2021
Q3
$236K Hold
6,078
0.22% 99
2021
Q2
$239K Buy
6,078
+467
+8% +$18.1K 0.23% 103
2021
Q1
$215K Buy
5,611
+1,576
+39% +$59.8K 0.23% 104
2020
Q4
$155K Buy
+4,035
New +$151K 0.15% 114

Other funds holding PFF

Birchcreek Wealth Management's PFF Position: Q2 2022 in Review

Birchcreek Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 5,838 shares — an estimated $213K sold.

Birchcreek Wealth Management first reported a position in PFF in Q4 2020 and held it in 6 quarters. The position peaked at $240K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • Birchcreek Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,838 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $213K.
  • Birchcreek Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 6 quarters.
  • Birchcreek Wealth Management's iShares Preferred and Income Securities ETF position peaked at $240K in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Birchcreek Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.