Financial Advisory Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.96M Sell
161,752
-5,125
-3% -$157K 1.56% 19
2025
Q1
$5.13M Sell
166,877
-1,889
-1% -$58K 1.72% 12
2024
Q4
$5.31M Sell
168,766
-10,519
-6% -$331K 1.76% 12
2024
Q3
$5.96M Sell
179,285
-5,405
-3% -$180K 1.98% 8
2024
Q2
$5.83M Sell
184,690
-24,410
-12% -$770K 2.18% 8
2024
Q1
$6.74M Sell
209,100
-4,308
-2% -$139K 2.6% 5
2023
Q4
$6.66M Sell
213,408
-1,572
-0.7% -$49K 2.42% 5
2023
Q3
$6.48M Buy
214,980
+9,124
+4% +$275K 2.61% 5
2023
Q2
$6.37M Sell
205,856
-945
-0.5% -$29.2K 2.45% 5
2023
Q1
$6.46M Sell
206,801
-4,525
-2% -$141K 2.56% 6
2022
Q4
$6.45M Sell
211,326
-7,466
-3% -$228K 2.66% 6
2022
Q3
$6.93M Buy
218,792
+3,466
+2% +$110K 3.02% 5
2022
Q2
$7.08M Sell
215,326
-13,060
-6% -$429K 2.92% 5
2022
Q1
$8.32M Buy
228,386
+997
+0.4% +$36.3K 3.08% 5
2021
Q4
$8.97M Buy
+227,389
New +$8.97M 3.27% 4