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First United Bank & Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

First United Bank & Trust’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
2024
Q1 		– Sell
-450
Closed -$14K – 435
2023
Q4 		$14K Buy
+450
New +$13.4K 0.01% 328

Other funds holding PFF

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

First United Bank & Trust's PFF Position: Q1 2024 in Review

First United Bank & Trust sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 450 shares — an estimated $14K sold.

First United Bank & Trust first reported a position in PFF in Q4 2023 and held it in 1 quarter. The position peaked at $14K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

  • First United Bank & Trust reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
  • First United Bank & Trust sold 450 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $14K.
  • First United Bank & Trust first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 1 quarter.
  • First United Bank & Trust's iShares Preferred and Income Securities ETF position peaked at $14K in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on First United Bank & Trust's 13F filing for Q1 2024, filed 29 Apr 2024.