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Filbrandt Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Filbrandt Wealth Management’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-150
Closed -$5K – 296
2020
Q2 		$5K Buy
+150
New +$5.11K ﹤0.01% 272

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Filbrandt Wealth Management's PFF Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2020, closing a stake of 150 shares — an estimated $5K sold.

Filbrandt Wealth Management first reported a position in PFF in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 150 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $5K.
  • Filbrandt Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's iShares Preferred and Income Securities ETF position peaked at $5K in Q2 2020.
  • 815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.