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

BKM 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
2024
Q1 		– Sell
-1,137
Closed -$35.5K – 446
2023
Q4 		$35.5K Buy
+1,137
New +$34K 0.02% 296

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BKM Wealth Management's PFF Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 1,137 shares — an estimated $35.5K sold.

BKM Wealth Management first reported a position in PFF in Q4 2023 and held it in 1 quarter. The position peaked at $35.5K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

  • BKM Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,137 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $35.5K.
  • BKM Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's iShares Preferred and Income Securities ETF position peaked at $35.5K in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.