Family Asset 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
2024
Q3
$58.2K Sell
1,750
-250
-13% -$8.05K 0.04% 133
2024
Q2
$63.1K Sell
2,000
-7,501
-79% -$236K 0.04% 133
2024
Q1
$306K Buy
9,501
+3,136
+49% +$100K 0.19% 88
2023
Q4
$199K Sell
6,365
-3,093
-33% -$92.4K 0.13% 102
2023
Q3
$285K Sell
9,458
-677
-7% -$20.7K 0.21% 77
2023
Q2
$313K Buy
10,135
+9,004
+796% +$276K 0.21% 78
2023
Q1
$35.3K Sell
1,131
-161
-12% -$5.17K 0.03% 138
2022
Q4
$39.4K Buy
+1,292
New +$40.2K 0.03% 121

Other funds holding PFF

Family Asset Management's PFF Position: Q3 2024 in Review

Family Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q3 2024, selling an estimated $8.05K and leaving 1,750 shares worth $58.2K. The position accounts for 0.04% of the portfolio, ranked #133.

Family Asset Management first reported a position in PFF in Q4 2022 and has held it in 8 quarters since. The position peaked at $313K in Q2 2023. 1,018 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • Family Asset Management held 1,750 shares of iShares Preferred and Income Securities ETF worth $58.2K as of Q3 2024.
  • Family Asset Management sold 250 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $8.05K.
  • iShares Preferred and Income Securities ETF made up 0.04% of Family Asset Management's portfolio in Q3 2024, its #133 holding.
  • Family Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 8 quarters since.
  • Family Asset Management's iShares Preferred and Income Securities ETF position peaked at $313K in Q2 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.