Crown Oak Advisors’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
$3.99M Hold
130,000
1.89% 17
2025
Q1
$3.99M Hold
130,000
2.02% 16
2024
Q4
$4.09M Hold
130,000
2.1% 17
2024
Q3
$4.32M Hold
130,000
2.4% 17
2024
Q2
$4.1M Hold
130,000
2.32% 17
2024
Q1
$4.19M Hold
130,000
2.31% 17
2023
Q4
$4.05M Buy
+130,000
New +$4.05M 2.37% 17