FSM Wealth Advisors’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
2023
Q3
Sell
-7,535
Closed -$232K 164
2023
Q2
$232K Buy
7,535
+107
+1% +$3.27K 0.12% 140
2023
Q1
$232K Buy
+7,428
New +$239K 0.13% 138

Other funds holding PFF

FSM Wealth Advisors's PFF Position: Q3 2023 in Review

FSM Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 7,535 shares — an estimated $232K sold.

FSM Wealth Advisors first reported a position in PFF in Q1 2023 and held it in 2 quarters. The position peaked at $232K in Q2 2023. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

  • FSM Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 7,535 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $232K.
  • FSM Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 2 quarters.
  • FSM Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $232K in Q2 2023.
  • 957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on FSM Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.