Congress Wealth 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 Q2	$4.3M	Sell	140,007 -8,560	-6%	-$258K	0.04%	421
2025 Q1	$4.57M	Sell	148,567 -65,262	-31%	-$2.06M	0.05%	342
2024 Q4	$6.72M	Buy	213,829 +25,743	+14%	+$841K	0.09%	249
2024 Q3	$6.25M	Sell	188,086 -6,065	-3%	-$195K	0.08%	267
2024 Q2	$6.13M	Sell	194,151 -418,424	-68%	-$13.2M	0.1%	224
2024 Q1	$19.7M	Sell	612,575 -44,273	-7%	-$1.41M	0.34%	73
2023 Q4	$20.5M	Sell	656,848 -46,960	-7%	-$1.4M	0.38%	57
2023 Q3	$21.2M	Sell	703,808 -829	-0.1%	-$25.3K	0.44%	49
2023 Q2	$21.8M	Sell	704,637 -15,936	-2%	-$488K	0.51%	42
2023 Q1	$22.5M	Sell	720,573 -57,923	-7%	-$1.86M	0.54%	35
2022 Q4	$23.8M	Sell	778,496 -50,416	-6%	-$1.57M	0.61%	34
2022 Q3	$26.3M	Buy	828,912 +17,819	+2%	+$597K	0.71%	27
2022 Q2	$26.7M	Buy	811,093 +24,858	+3%	+$841K	0.68%	30
2022 Q1	$28.6M	Sell	786,235 -29,070	-4%	-$1.07M	0.63%	32
2021 Q4	$32.1M	Buy	+815,305	New	+$31.7M	0.64%	37