CMP
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Coston McIsaac & Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Coston McIsaac & Partners’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-384
Closed -$11 – 839
2022
Q4 		$11 Buy
+384
New +$11.9K ﹤0.01% 485

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coston McIsaac & Partners's PFF Position: Q1 2023 in Review

Coston McIsaac & Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 384 shares — an estimated $11 sold.

Coston McIsaac & Partners first reported a position in PFF in Q4 2022 and held it in 1 quarter. The position peaked at $11 in Q4 2022. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

  • Coston McIsaac & Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 384 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $11.
  • Coston McIsaac & Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 1 quarter.
  • Coston McIsaac & Partners's iShares Preferred and Income Securities ETF position peaked at $11 in Q4 2022.
  • 951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Coston McIsaac & Partners's 13F filing for Q1 2023, filed 19 Apr 2023.