Blodgett Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Blodgett Wealth Advisors’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
2023 Q3	–	Sell	-31,486	Closed	-$974K	–	62
2023 Q2	$974K	Sell	31,486 -3,974	-11%	-$122K	1.01%	22
2023 Q1	$1.11M	Sell	35,460 -5,500	-13%	-$177K	1.28%	19
2022 Q4	$1.25M	Sell	40,960 -34,566	-46%	-$1.08M	1.52%	20
2022 Q3	$2.39M	Sell	75,526 -9,430	-11%	-$316K	2.87%	6
2022 Q2	$2.79M	Sell	84,956 -9,483	-10%	-$321K	3.06%	6
2022 Q1	$3.44M	Sell	94,439 -7,537	-7%	-$277K	2.86%	7
2021 Q4	$4.02M	Buy	+101,976	New	+$3.96M	3.12%	7

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

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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

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

Blodgett Wealth Advisors's PFF Position: Q3 2023 in Review

Blodgett Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 31,486 shares — an estimated $974K sold.

Blodgett Wealth Advisors first reported a position in PFF in Q4 2021 and held it in 7 quarters. The position peaked at $4.02M in Q4 2021. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Blodgett Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Blodgett Wealth Advisors sold 31,486 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $974K.
Blodgett Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 7 quarters.
Blodgett Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $4.02M in Q4 2021.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.