Golden Green’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Golden Green’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
2023 Q3	$3.5M	Buy	116,036 +2,826	+2%	+$86.4K	3.59%	6
2023 Q2	$3.5M	Sell	113,210 -962	-0.8%	-$29.4K	3.78%	6
2023 Q1	$3.56M	Buy	114,172 +11,992	+12%	+$385K	4.18%	6
2022 Q4	$3.12M	Buy	102,180 +1,292	+1%	+$40.2K	3.22%	6
2022 Q3	$3.19M	Sell	100,888 -41,949	-29%	-$1.41M	3.45%	7
2022 Q2	$4.7M	Sell	142,837 -4,455	-3%	-$151K	4.92%	6
2022 Q1	$5.36M	Buy	147,292 +78,827	+115%	+$2.9M	4.41%	7
2021 Q4	$2.7M	Sell	68,465 -23,104	-25%	-$898K	2.17%	7
2021 Q3	$3.55M	Buy	+91,569	New	+$3.59M	2.77%	9
2021 Q2	–	Sell	-39,129	Closed	-$1.5M	–	176
2021 Q1	$1.5M	Sell	39,129 -53,773	-58%	-$2.04M	1.3%	12
2020 Q4	$3.58M	Buy	+92,902	New	+$3.47M	3.33%	2

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Golden Green's PFF Position: Q3 2023 in Review

Golden Green increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.5% in Q3 2023, buying an estimated $86.4K and bringing the position to 116,036 shares worth $3.5M. The position accounts for 3.59% of the portfolio, ranked #6.

Golden Green first reported a position in PFF in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.36M in Q1 2022. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Golden Green held 116,036 shares of iShares Preferred and Income Securities ETF worth $3.5M as of Q3 2023.
Golden Green bought 2,826 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $86.4K.
iShares Preferred and Income Securities ETF made up 3.59% of Golden Green's portfolio in Q3 2023, its #6 holding.
Golden Green first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 11 quarters since.
Golden Green's iShares Preferred and Income Securities ETF position peaked at $5.36M in Q1 2022.
957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.