Briaud Financial Planning’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
Q2 | $106K | Buy |
3,463
+305
| +10% | +$9.34K | 0.04% | 60 |
|
|
2025
Q1 | $97K | Hold |
3,158
| – | – | 0.04% | 51 |
|
|
2024
Q4 | $99K | Hold |
3,158
| – | – | 0.04% | 48 |
|
|
2024
Q3 | $104K | Hold |
3,158
| – | – | 0.05% | 39 |
|
|
2024
Q2 | $99K | Hold |
3,158
| – | – | 0.06% | 36 |
|
|
2024
Q1 | $102K | Buy |
+3,158
| New | +$102K | 0.06% | 38 |
|
|
2023
Q4 | – | Sell |
-3,158
| Closed | -$95K | – | 123 |
|
|
2023
Q3 | $95K | Buy |
+3,158
| New | +$95K | 0.08% | 38 |
|
|
2020
Q1 | – | Sell |
-49,738
| Closed | -$1.87M | – | 21 |
|
|
2019
Q4 | $1.87M | Buy |
+49,738
| New | +$1.87M | 1.9% | 6 |
|