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Castle Financial & Retirement Planning Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$49K Buy
+1,330
New +$51.7K 0.17% 39

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PFF Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2021: 1,330 shares worth $49K. The stake represents 0.17% of the portfolio and ranks #39 among its holdings.

1,102 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 1,330 shares of iShares Preferred and Income Securities ETF worth $49K as of Q4 2021.
  • iShares Preferred and Income Securities ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • iShares Preferred and Income Securities ETF made up 0.17% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #39 holding.
  • 1,102 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.