Capstone Wealth Management Group (Oregon)’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	$2.49M	Sell	81,278 -10,223	-11%	-$314K	1.81%	15
2025 Q1	$2.81M	Sell	91,501 -9,368	-9%	-$288K	2.24%	14
2024 Q4	$3.17M	Buy	+100,869	New	+$3.17M	2.41%	12