FIA
Foundations Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
+12,073
| New | +$370K | 0.01% | 676 |
|
|
2023
Q1 | – | Sell |
-10,283
| Closed | -$314K | – | 533 |
|
|
2022
Q4 | $314K | Buy |
10,283
+215
| +2% | +$6.56K | 0.01% | 337 |
|
|
2022
Q3 | $319K | Sell |
10,068
-835
| -8% | -$26.5K | 0.01% | 317 |
|
|
2022
Q2 | $357K | Buy |
10,903
+711
| +7% | +$23.3K | 0.01% | 278 |
|
|
2022
Q1 | $356K | Sell |
10,192
-58
| -0.6% | -$2.03K | 0.01% | 247 |
|
|
2021
Q4 | $399K | Sell |
10,250
-140
| -1% | -$5.45K | 0.02% | 233 |
|
|
2021
Q3 | $399K | Sell |
10,390
-35,840
| -78% | -$1.38M | 0.02% | 221 |
|
|
2021
Q2 | $1.82M | Sell |
46,230
-1,875
| -4% | -$73.7K | 0.09% | 79 |
|
|
2021
Q1 | $1.86M | Sell |
48,105
-872,616
| -95% | -$33.7M | 0.11% | 64 |
|
|
2020
Q4 | $35M | Buy |
+920,721
| New | +$35M | 2.3% | 7 |
|
|
2020
Q3 | – | Sell |
-2,531,169
| Closed | -$87.9M | – | 177 |
|
|
2020
Q2 | $87.9M | Buy |
+2,531,169
| New | +$87.9M | 7.77% | 6 |
|
|
2019
Q4 | – | Sell |
-702,783
| Closed | -$26.2M | – | 137 |
|
|
2019
Q3 | $26.2M | Buy |
+702,783
| New | +$26.2M | 3.43% | 12 |
|
|
2019
Q1 | – | Sell |
-1,123,342
| Closed | -$40.3M | – | 116 |
|
|
2018
Q4 | $40.3M | Buy |
+1,123,342
| New | +$40.3M | 8.52% | 6 |
|