Glassman Wealth Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Glassman Wealth Services’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	-159	Closed	-$4.95K	–	1360
2023 Q4	$4.95K	Buy	159 +4	+3%	+$119	﹤0.01%	1090
2023 Q3	$4.67K	Buy	+155	New	+$4.74K	﹤0.01%	1093
2018 Q4	–	Sell	-100	Closed	-$4K	–	932
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	503
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	467
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	459
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	435
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	371
2017 Q2	$4K	Buy	+100	New	+$3.89K	﹤0.01%	373

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Glassman Wealth Services's PFF Position: Q1 2024 in Review

Glassman Wealth Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 159 shares — an estimated $4.95K sold.

Glassman Wealth Services first reported a position in PFF in Q2 2017 and held it in 8 quarters. The position peaked at $4.95K in Q4 2023. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Glassman Wealth Services reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 159 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $4.95K.
Glassman Wealth Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and held it in 8 quarters.
Glassman Wealth Services's iShares Preferred and Income Securities ETF position peaked at $4.95K in Q4 2023.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.