Cornerstone Planning Group’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
$96.8K Buy
3,103
+2,935
+1,747% +$91.6K 0.02% 147
2025
Q1
$5.02K Buy
168
+3
+2% +$90 ﹤0.01% 734
2024
Q4
$5.32K Buy
165
+3
+2% +$97 ﹤0.01% 566
2024
Q3
$5.34K Buy
162
+2
+1% +$66 ﹤0.01% 555
2024
Q2
$4.99K Hold
160
﹤0.01% 577
2024
Q1
$5.05K Hold
160
﹤0.01% 513
2023
Q4
$4.99K Sell
160
-341
-68% -$10.6K ﹤0.01% 522
2023
Q3
$15.1K Sell
501
-384
-43% -$11.6K 0.01% 351
2023
Q2
$27.4K Buy
+885
New +$27.4K 0.01% 355
2022
Q4
$81.6K Buy
+2,481
New +$81.6K 0.03% 185