Elm Advisors’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
2021
Q1
Sell
-625
Closed -$24K 210
2020
Q4
$24K Buy
+625
New +$23.4K 0.01% 192
2018
Q4
Sell
-625
Closed -$23K 212
2018
Q3
$23K Buy
+625
New +$23.4K 0.02% 209

Other funds holding PFF

Elm Advisors's PFF Position: Q1 2021 in Review

Elm Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 625 shares — an estimated $24K sold.

Elm Advisors first reported a position in PFF in Q3 2018 and held it in 2 quarters. The position peaked at $24K in Q4 2020. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

  • Elm Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 625 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $24K.
  • Elm Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares Preferred and Income Securities ETF position peaked at $24K in Q4 2020.
  • 953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.