Clear Creek Financial 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
2025 Q1	–	Sell	-7,468	Closed	-$235K	–	541
2024 Q4	$235K	Sell	7,468 -3,016	-29%	-$98.5K	0.03%	421
2024 Q3	$348K	Sell	10,484 -209	-2%	-$6.73K	0.04%	318
2024 Q2	$337K	Buy	10,693 +1,614	+18%	+$50.8K	0.04%	315
2024 Q1	$293K	Buy	9,079 +2,527	+39%	+$80.6K	0.04%	334
2023 Q4	$204K	Sell	6,552 -4,287	-40%	-$128K	0.03%	316
2023 Q3	$327K	Sell	10,839 -815	-7%	-$24.9K	0.06%	227
2023 Q2	$360K	Sell	11,654 -1,394	-11%	-$42.7K	0.06%	217
2023 Q1	$407K	Buy	13,048 +1,095	+9%	+$35.2K	0.08%	184
2022 Q4	$365K	Buy	11,953 +5,069	+74%	+$158K	0.08%	186
2022 Q3	$218K	Sell	6,884 -2,322	-25%	-$77.8K	0.05%	242
2022 Q2	$303K	Sell	9,206 -90	-1%	-$3.05K	0.06%	215
2022 Q1	$339K	Buy	9,296 +200	+2%	+$7.35K	0.05%	232
2021 Q4	$359K	Buy	9,096 +540	+6%	+$21K	0.05%	229
2021 Q3	$332K	Buy	8,556 +1,100	+15%	+$43.1K	0.05%	229
2021 Q2	$293K	Buy	+7,456	New	+$289K	0.05%	236