Chesapeake Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Chesapeake Asset Management’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
2024 Q1	–	Sell	-673	Closed	-$21K	–	391
2023 Q4	$21K	Hold	673	–	–	0.02%	181
2023 Q3	$20.3K	Hold	673	–	–	0.02%	197
2023 Q2	$20.8K	Sell	673 -924	-58%	-$28.3K	0.02%	189
2023 Q1	$49.9K	Buy	+1,597	New	+$51.3K	0.05%	143

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Chesapeake Asset Management's PFF Position: Q1 2024 in Review

Chesapeake Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 673 shares — an estimated $21K sold.

Chesapeake Asset Management first reported a position in PFF in Q1 2023 and held it in 4 quarters. The position peaked at $49.9K in Q1 2023. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Chesapeake Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
Chesapeake Asset Management sold 673 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $21K.
Chesapeake Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 4 quarters.
Chesapeake Asset Management's iShares Preferred and Income Securities ETF position peaked at $49.9K in Q1 2023.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Chesapeake Asset Management's 13F filing for Q1 2024, filed 5 Jan 2026.