EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4K | Buy |
409
+3
| +0.7% | +$94 | ﹤0.01% | 276 |
|
|
2025
Q4 | $12.6K | Sell |
406
-817
| -67% | -$25.4K | ﹤0.01% | 269 |
|
|
2025
Q3 | $38.7K | Buy |
1,223
+829
| +210% | +$26.1K | 0.01% | 237 |
|
|
2025
Q2 | $12.1K | Sell |
394
-2,034
| -84% | -$61.2K | ﹤0.01% | 266 |
|
|
2025
Q1 | $74.6K | Sell |
2,428
-1,805
| -43% | -$56.9K | 0.02% | 267 |
|
|
2024
Q4 | $133K | Buy |
4,233
+44
| +1% | +$1.44K | 0.04% | 250 |
|
|
2024
Q3 | $139K | Buy |
+4,189
| New | +$135K | 0.04% | 254 |
|
|
2024
Q2 | – | Sell |
-4,126
| Closed | -$130K | – | 267 |
|
|
2024
Q1 | $133K | Buy |
4,126
+11
| +0.3% | +$351 | 0.03% | 270 |
|
|
2023
Q4 | $130K | Sell |
4,115
-884
| -18% | -$26.4K | 0.03% | 260 |
|
|
2023
Q3 | $151K | Buy |
4,999
+44
| +0.9% | +$1.34K | 0.05% | 249 |
|
|
2023
Q2 | $153K | Buy |
4,955
+48
| +1% | +$1.47K | 0.05% | 246 |
|
|
2023
Q1 | $153K | Buy |
4,907
+31
| +0.6% | +$996 | 0.05% | 247 |
|
|
2022
Q4 | $149K | Buy |
4,876
+65
| +1% | +$2.02K | 0.06% | 218 |
|
|
2022
Q3 | $152K | Buy |
+4,811
| New | +$161K | 0.06% | 214 |
|
|
2022
Q2 | – | Sell |
-4,458
| Closed | -$162K | – | 348 |
|
|
2022
Q1 | $162K | Buy |
4,458
+15
| +0.3% | +$552 | 0.06% | 244 |
|
|
2021
Q4 | $175K | Buy |
4,443
+1,516
| +52% | +$58.9K | 0.06% | 237 |
|
|
2021
Q3 | $114K | Buy |
+2,927
| New | +$115K | 0.05% | 235 |
|
|
2020
Q3 | – | Sell |
-11,909
| Closed | -$413K | – | 139 |
|
|
2020
Q2 | $413K | Buy |
11,909
+61
| +0.5% | +$2.08K | 0.29% | 83 |
|
|
2020
Q1 | $377K | Buy |
11,848
+11,434
| +2,762% | +$410K | 0.28% | 72 |
|
|
2019
Q4 | $16K | Buy |
+414
| New | +$15.4K | 0.01% | 378 |
|
Other funds holding PFF
FIB
