Congress Wealth 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
Q2 | $4.3M | Sell |
140,007
-8,560
| -6% | -$263K | 0.04% | 421 |
|
|
2025
Q1 | $4.57M | Sell |
148,567
-65,262
| -31% | -$2.01M | 0.05% | 342 |
|
|
2024
Q4 | $6.72M | Buy |
213,829
+25,743
| +14% | +$809K | 0.09% | 249 |
|
|
2024
Q3 | $6.25M | Sell |
188,086
-6,065
| -3% | -$202K | 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% | -$1.43M | 0.34% | 73 |
|
|
2023
Q4 | $20.5M | Sell |
656,848
-46,960
| -7% | -$1.46M | 0.38% | 57 |
|
|
2023
Q3 | $21.2M | Sell |
703,808
-829
| -0.1% | -$25K | 0.44% | 49 |
|
|
2023
Q2 | $21.8M | Sell |
704,637
-15,936
| -2% | -$493K | 0.51% | 42 |
|
|
2023
Q1 | $22.5M | Sell |
720,573
-57,923
| -7% | -$1.81M | 0.54% | 35 |
|
|
2022
Q4 | $23.8M | Sell |
778,496
-50,416
| -6% | -$1.54M | 0.61% | 34 |
|
|
2022
Q3 | $26.3M | Buy |
828,912
+17,819
| +2% | +$564K | 0.71% | 27 |
|
|
2022
Q2 | $26.7M | Buy |
811,093
+24,858
| +3% | +$817K | 0.68% | 30 |
|
|
2022
Q1 | $28.6M | Sell |
786,235
-29,070
| -4% | -$1.06M | 0.63% | 32 |
|
|
2021
Q4 | $32.1M | Buy |
+815,305
| New | +$32.1M | 0.64% | 37 |
|