CarsonAllaria Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-103
Closed -$4K 346
2022
Q1
$4K Buy
103
+2
+2% +$74 ﹤0.01% 270
2021
Q4
$4K Buy
+101
New +$3.92K ﹤0.01% 289

Other funds holding PFF

CarsonAllaria Wealth Management's PFF Position: Q2 2022 in Review

CarsonAllaria Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 103 shares — an estimated $4K sold.

CarsonAllaria Wealth Management first reported a position in PFF in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • CarsonAllaria Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 103 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $4K.
  • CarsonAllaria Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's iShares Preferred and Income Securities ETF position peaked at $4K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.