GDS Wealth Management’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
2026 Q1	$32M	Buy	1,055,067 +106,253	+11%	+$3.33M	1.92%	11
2025 Q4	$29.4M	Buy	948,814 +109,081	+13%	+$3.4M	1.84%	12
2025 Q3	$26.6M	Buy	839,733 +76,278	+10%	+$2.4M	1.75%	15
2025 Q2	$23.4M	Buy	763,455 +62,792	+9%	+$1.89M	1.71%	13
2025 Q1	$21.5M	Buy	700,663 +77,093	+12%	+$2.43M	1.84%	12
2024 Q4	$19.6M	Buy	623,570 +64,975	+12%	+$2.12M	1.79%	15
2024 Q3	$18.6M	Buy	558,595 +61,697	+12%	+$1.99M	1.81%	16
2024 Q2	$15.7M	Buy	496,898 +70,276	+16%	+$2.21M	1.72%	20
2024 Q1	$13.8M	Buy	426,622 +63,272	+17%	+$2.02M	1.61%	26
2023 Q4	$11.3M	Buy	363,350 +53,431	+17%	+$1.6M	1.53%	23
2023 Q3	$9.34M	Buy	309,919 +40,660	+15%	+$1.24M	1.47%	22
2023 Q2	$8.33M	Buy	269,259 +19,567	+8%	+$599K	1.35%	24
2023 Q1	$7.8M	Sell	249,692 -16,181	-6%	-$520K	1.38%	25
2022 Q4	$8.12M	Buy	+265,873	New	+$8.27M	1.55%	23