Carlsbad Wealth Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Carlsbad Wealth Advisory Group’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 Q2	$382K	Buy	+12,350	New	+$378K	0.25%	33

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Carlsbad Wealth Advisory Group's PFF Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2023: 12,350 shares worth $382K. The stake represents 0.25% of the portfolio and ranks #33 among its holdings.

960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

Carlsbad Wealth Advisory Group held 12,350 shares of iShares Preferred and Income Securities ETF worth $382K as of Q2 2023.
iShares Preferred and Income Securities ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
iShares Preferred and Income Securities ETF made up 0.25% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #33 holding.
960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.