Curran Financial Partners’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
2025 Q4	–	Sell	-29,215	Closed	-$924K	–	137
2025 Q3	$924K	Sell	29,215 -41,943	-59%	-$1.32M	0.18%	69
2025 Q2	$2.18M	Sell	71,158 -131,749	-65%	-$3.97M	0.48%	46
2025 Q1	$6.24M	Buy	202,907 +22,952	+13%	+$724K	1.53%	23
2024 Q4	$5.66M	Buy	179,955 +18,272	+11%	+$597K	1.49%	22
2024 Q3	$5.37M	Buy	161,683 +9,345	+6%	+$301K	1.53%	24
2024 Q2	$4.81M	Buy	152,338 +5,365	+4%	+$169K	1.61%	21
2024 Q1	$4.74M	Buy	146,973 +3,117	+2%	+$99.4K	1.65%	20
2023 Q4	$4.56M	Buy	143,856 +8,015	+6%	+$239K	1.75%	21
2023 Q3	$4.1M	Buy	135,841 +6,950	+5%	+$212K	1.79%	21
2023 Q2	$3.99M	Buy	128,891 +9,887	+8%	+$303K	1.73%	22
2023 Q1	$3.72M	Buy	119,004 +13,752	+13%	+$442K	1.76%	22
2022 Q4	$3.21M	Buy	105,252 +12,219	+13%	+$380K	1.55%	25
2022 Q3	$2.95M	Buy	93,033 +12,425	+15%	+$416K	1.49%	21
2022 Q2	$2.65M	Buy	80,608 +20,832	+35%	+$705K	1.25%	21
2022 Q1	$2.18M	Buy	59,776 +11,154	+23%	+$410K	0.89%	32
2021 Q4	$1.92M	Buy	48,622 +5,096	+12%	+$198K	0.81%	29
2021 Q3	$1.69M	Buy	43,526 +14,344	+49%	+$563K	0.86%	31
2021 Q2	$1.15M	Buy	29,182 +20,791	+248%	+$805K	0.63%	33
2021 Q1	$322K	Buy	+8,391	New	+$318K	0.23%	46