Certified Advisory Corp’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
2023
Q4
Sell
-8,311
Closed -$251K 304
2023
Q3
$251K Sell
8,311
-459
-5% -$14K 0.05% 207
2023
Q2
$271K Sell
8,770
-865
-9% -$26.5K 0.05% 195
2023
Q1
$301K Buy
9,635
+636
+7% +$20.4K 0.05% 195
2022
Q4
$275K Buy
+8,999
New +$280K 0.05% 196
2022
Q2
Sell
-8,101
Closed -$295K 248
2022
Q1
$295K Buy
8,101
+2,427
+43% +$89.2K 0.06% 186
2021
Q4
$224K Buy
+5,674
New +$221K 0.05% 203
2020
Q2
Sell
-1,087
Closed -$37K 797
2020
Q1
$35K Buy
+1,087
New +$39K 0.01% 332

Other funds holding PFF

Certified Advisory Corp's PFF Position: Q4 2023 in Review

Certified Advisory Corp sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 8,311 shares — an estimated $251K sold.

Certified Advisory Corp first reported a position in PFF in Q1 2020 and held it in 7 quarters. The position peaked at $301K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

  • Certified Advisory Corp reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Certified Advisory Corp sold 8,311 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $251K.
  • Certified Advisory Corp first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 7 quarters.
  • Certified Advisory Corp's iShares Preferred and Income Securities ETF position peaked at $301K in Q1 2023.
  • 1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.