Crestwood Advisors 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
$1.04M Buy
33,863
+775
+2% +$23.8K 0.02% 275
2025
Q1
$1.02M Buy
33,088
+545
+2% +$16.7K 0.02% 269
2024
Q4
$1.02M Buy
32,543
+772
+2% +$24.3K 0.02% 240
2024
Q3
$1.06M Sell
31,771
-1,717
-5% -$57.1K 0.02% 229
2024
Q2
$1.06M Buy
33,488
+4,955
+17% +$156K 0.02% 214
2024
Q1
$920K Buy
28,533
+15,338
+116% +$494K 0.02% 224
2023
Q4
$412K Buy
13,195
+1,500
+13% +$46.8K 0.01% 287
2023
Q3
$353K Buy
+11,695
New +$353K 0.01% 280