Elmwood Wealth Management’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
2022
Q1
Sell
-300
Closed -$12K 256
2021
Q4
$12K Buy
+300
New +$11.7K 0.01% 280
2021
Q2
$12K Hold
300
0.01% 251
2021
Q1
$12K Buy
+300
New +$11.4K 0.01% 241

Other funds holding PFF

Elmwood Wealth Management's PFF Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 300 shares — an estimated $12K sold.

Elmwood Wealth Management first reported a position in PFF in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

  • Elmwood Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 300 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $12K.
  • Elmwood Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares Preferred and Income Securities ETF position peaked at $12K in Q4 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.