Cambridge Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cambridge Trust’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	$37.1K	Sell	1,150 -225	-16%	-$7.17K	﹤0.01%	458
2023 Q4	$42.9K	Hold	1,375	–	–	﹤0.01%	432
2023 Q3	$41.5K	Hold	1,375	–	–	﹤0.01%	435
2023 Q2	$42.5K	Hold	1,375	–	–	﹤0.01%	446
2023 Q1	$42.9K	Sell	1,375 -1,302	-49%	-$41.8K	﹤0.01%	457
2022 Q4	$82K	Buy	2,677 +1,932	+259%	+$60.1K	﹤0.01%	397
2022 Q3	$24K	Sell	745 -5,018	-87%	-$168K	﹤0.01%	545
2022 Q2	$189K	Sell	5,763 -2,428	-30%	-$82.2K	0.01%	299
2022 Q1	$299K	Buy	8,191 +2,842	+53%	+$104K	0.01%	272
2021 Q4	$211K	Buy	+5,349	New	+$208K	0.01%	325

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cambridge Trust's PFF Position: Q1 2024 in Review

Cambridge Trust reduced its iShares Preferred and Income Securities ETF (PFF) stake by 16% in Q1 2024, selling an estimated $7.17K and leaving 1,150 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Cambridge Trust first reported a position in PFF in Q4 2021 and has held it in 10 quarters since. The position peaked at $299K in Q1 2022. 1,046 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Cambridge Trust held 1,150 shares of iShares Preferred and Income Securities ETF worth $37.1K as of Q1 2024.
Cambridge Trust sold 225 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $7.17K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #458 holding.
Cambridge Trust first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's iShares Preferred and Income Securities ETF position peaked at $299K in Q1 2022.
1,046 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.