Clear Creek Financial Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,468
Closed -$235K 541
2024
Q4
$235K Sell
7,468
-3,016
-29% -$94.8K 0.03% 421
2024
Q3
$348K Sell
10,484
-209
-2% -$6.95K 0.04% 318
2024
Q2
$337K Buy
10,693
+1,614
+18% +$50.9K 0.04% 315
2024
Q1
$293K Buy
9,079
+2,527
+39% +$81.4K 0.04% 334
2023
Q4
$204K Sell
6,552
-4,287
-40% -$134K 0.03% 316
2023
Q3
$327K Sell
10,839
-815
-7% -$24.6K 0.06% 227
2023
Q2
$360K Sell
11,654
-1,394
-11% -$43.1K 0.06% 217
2023
Q1
$407K Buy
13,048
+1,095
+9% +$34.2K 0.08% 184
2022
Q4
$365K Buy
11,953
+5,069
+74% +$155K 0.08% 186
2022
Q3
$218K Sell
6,884
-2,322
-25% -$73.5K 0.05% 242
2022
Q2
$303K Sell
9,206
-90
-1% -$2.96K 0.06% 215
2022
Q1
$339K Buy
9,296
+200
+2% +$7.29K 0.05% 232
2021
Q4
$359K Buy
9,096
+540
+6% +$21.3K 0.05% 229
2021
Q3
$332K Buy
8,556
+1,100
+15% +$42.7K 0.05% 229
2021
Q2
$293K Buy
+7,456
New +$293K 0.05% 236