David J. Yvars Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

David J. Yvars Group’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 Q3	–	Sell	-26,020	Closed	-$805K	–	82
2023 Q2	$805K	Sell	26,020 -2,944	-10%	-$90.1K	0.67%	26
2023 Q1	$904K	Sell	28,964 -1,856	-6%	-$59.6K	0.82%	27
2022 Q4	$941K	Buy	30,820 +3,358	+12%	+$104K	1.18%	17
2022 Q3	$870K	Buy	27,462 +122	+0.4%	+$4.09K	0.97%	24
2022 Q2	$903K	Sell	27,340 -10,385	-28%	-$351K	1.23%	19
2022 Q1	$1.37M	Sell	37,725 -7,497	-17%	-$276K	0.96%	25
2021 Q4	$1.78M	Sell	45,222 -2,331	-5%	-$90.6K	1.1%	20
2021 Q3	$1.84M	Sell	47,553 -4	-0%	-$157	1.07%	21
2021 Q2	$1.87M	Buy	47,557 +759	+2%	+$29.4K	1.05%	23
2021 Q1	$1.8M	Sell	46,798 -3,147	-6%	-$119K	1.14%	22
2020 Q4	$1.92M	Buy	+49,945	New	+$1.87M	1.3%	18

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

David J. Yvars Group's PFF Position: Q3 2023 in Review

David J. Yvars Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 26,020 shares — an estimated $805K sold.

David J. Yvars Group first reported a position in PFF in Q4 2020 and held it in 11 quarters. The position peaked at $1.92M in Q4 2020. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

David J. Yvars Group reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
David J. Yvars Group sold 26,020 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $805K.
David J. Yvars Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 11 quarters.
David J. Yvars Group's iShares Preferred and Income Securities ETF position peaked at $1.92M in Q4 2020.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on David J. Yvars Group's 13F filing for Q3 2023, filed 16 Oct 2023.