Ehrlich Financial 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
$531K Buy
17,309
+5,564
+47% +$171K 0.34% 61
2025
Q1
$361K Sell
11,745
-5,598
-32% -$172K 0.26% 73
2024
Q4
$545K Buy
17,343
+5,763
+50% +$181K 0.39% 53
2024
Q3
$385K Sell
11,580
-231
-2% -$7.68K 0.27% 64
2024
Q2
$373K Hold
11,811
0.29% 62
2024
Q1
$381K Hold
11,811
0.32% 67
2023
Q4
$368K Buy
+11,811
New +$368K 0.37% 64