Cornerstone Planning Group’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
2026 Q1	$76.4K	Buy	2,430 +125	+5%	+$3.91K	0.01%	291
2025 Q4	$73.3K	Sell	2,305 -2,929	-56%	-$91.2K	0.01%	263
2025 Q3	$164K	Buy	5,234 +2,131	+69%	+$67K	0.03%	155
2025 Q2	$96.8K	Buy	3,103 +2,935	+1,747%	+$88.3K	0.02%	147
2025 Q1	$5.02K	Buy	168 +3	+2%	+$95	﹤0.01%	734
2024 Q4	$5.32K	Buy	165 +3	+2%	+$98	﹤0.01%	566
2024 Q3	$5.34K	Buy	162 +2	+1%	+$64	﹤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%	-$10.2K	﹤0.01%	522
2023 Q3	$15.1K	Sell	501 -384	-43%	-$11.7K	0.01%	351
2023 Q2	$27.4K	Buy	+885	New	+$27.1K	0.01%	355
2022 Q4	$81.6K	Buy	+2,481	New	+$77.2K	0.03%	185