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Buckingham Strategic Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$964K Sell
30,566
-263
-0.9% -$8.28K 0.01% 336
2024
Q1 		$994K Hold
30,829
– – 0.01% 339
2023
Q4 		$962K Buy
30,829
+1,255
+4% +$37.5K 0.01% 334
2023
Q3 		$892K Sell
29,574
-3,302
-10% -$101K 0.01% 307
2023
Q2 		$1.02M Buy
32,876
+1,240
+4% +$37.9K 0.01% 300
2023
Q1 		$966K Hold
31,636
– – 0.02% 273
2022
Q4 		$966K Sell
31,636
-16,633
-34% -$517K 0.02% 274
2022
Q3 		$1.53M Sell
48,269
-2,499
-5% -$83.8K 0.03% 204
2022
Q2 		$1.67M Buy
50,768
+4,667
+10% +$158K 0.03% 192
2022
Q1 		$1.68M Sell
46,101
-7,142
-13% -$263K 0.03% 203
2021
Q4 		$2.1M Buy
53,243
+11,686
+28% +$454K 0.04% 173
2021
Q3 		$1.61M Buy
41,557
+11,371
+38% +$446K 0.03% 199
2021
Q2 		$1.19M Buy
30,186
+7,247
+32% +$281K 0.03% 233
2021
Q1 		$881K Buy
22,939
+6,759
+42% +$256K 0.04% 251
2020
Q4 		$623K Buy
16,180
+5,116
+46% +$191K 0.03% 280
2020
Q3 		$403K Buy
11,064
+3,553
+47% +$128K 0.03% 300
2020
Q2 		$260K Hold
7,511
– – 0.02% 338
2020
Q1 		$239K Sell
7,511
-486
-6% -$17.4K 0.02% 392
2019
Q4 		$301K Buy
+7,997
New +$298K 0.03% 360
2018
Q3 		– Sell
-7,231
Closed -$273K – 370
2018
Q2 		$273K Sell
7,231
-8,742
-55% -$326K 0.04% 281
2018
Q1 		$600K Sell
15,973
-4,324
-21% -$162K 0.12% 149
2017
Q4 		$773K Hold
20,297
– – 0.16% 125
2017
Q3 		$788K Sell
20,297
-5,024
-20% -$196K 0.19% 117
2017
Q2 		$992K Sell
25,321
-6,676
-21% -$260K 0.23% 98
2017
Q1 		$1.24M Sell
31,997
-6,725
-17% -$257K 0.36% 56
2016
Q4 		$1.44M Buy
+38,722
New +$1.47M 0.46% 50

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Buckingham Strategic Wealth's PFF Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.85% in Q2 2024, selling an estimated $8.28K and leaving 30,566 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #336.

Buckingham Strategic Wealth first reported a position in PFF in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.1M in Q4 2021. 1,008 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

  • Buckingham Strategic Wealth held 30,566 shares of iShares Preferred and Income Securities ETF worth $964K as of Q2 2024.
  • Buckingham Strategic Wealth sold 263 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $8.28K.
  • iShares Preferred and Income Securities ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #336 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's iShares Preferred and Income Securities ETF position peaked at $2.1M in Q4 2021.
  • 1,008 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.