CVA Family Office’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	$25.1K	Sell	828 -380	-31%	-$11.9K	﹤0.01%	744
2025 Q4	$37.4K	Sell	1,208 -805	-40%	-$25.1K	﹤0.01%	592
2025 Q3	$63.7K	Hold	2,013	–	–	0.01%	510
2025 Q2	$61.8K	Sell	2,013 -720	-26%	-$21.7K	0.01%	508
2025 Q1	$84K	Hold	2,733	–	–	0.01%	425
2024 Q4	$85.9K	Hold	2,733	–	–	0.01%	417
2024 Q3	$90.8K	Hold	2,733	–	–	0.01%	391
2024 Q2	$86.2K	Sell	2,733 -142	-5%	-$4.47K	0.02%	382
2024 Q1	$92.7K	Sell	2,875 -875	-23%	-$27.9K	0.02%	375
2023 Q4	$117K	Buy	+3,750	New	+$112K	0.02%	316
2023 Q3	–	Sell	-4,895	Closed	-$151K	–	743
2023 Q2	$151K	Hold	4,895	–	–	0.03%	257
2023 Q1	$153K	Hold	4,895	–	–	0.03%	255
2022 Q4	$149K	Sell	4,895 -950	-16%	-$29.6K	0.04%	245
2022 Q3	$185K	Sell	5,845 -1,905	-25%	-$63.9K	0.05%	181
2022 Q2	$255K	Sell	7,750 -715	-8%	-$24.2K	0.07%	145
2022 Q1	$308K	Sell	8,465 -10	-0.1%	-$368	0.07%	140
2021 Q4	$334K	Buy	+8,475	New	+$329K	0.08%	123
2021 Q3	–	Sell	-8,475	Closed	-$333K	–	737
2021 Q2	$333K	Hold	8,475	–	–	0.09%	118
2021 Q1	$325K	Buy	8,475 +7,975	+1,595%	+$302K	0.12%	101
2020 Q4	$19K	Buy	+500	New	+$18.7K	0.01%	267