Golden State Wealth Management’s iShares International Preferred Stock ETF IPFF Stock Holding History

Golden State Wealth Management’s Portfolio IPFF Stock Details IPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-12,972	Closed	-$182K	–	445
2020 Q3	$182K	Buy	+12,972	New	+$179K	0.06%	199
2020 Q2	–	Sell	-12,972	Closed	-$136K	–	1003
2020 Q1	$136K	Buy	+12,972	New	+$178K	0.06%	212
2019 Q4	–	Sell	-12,972	Closed	-$196K	–	1060
2019 Q3	$196K	Hold	12,972	–	–	0.06%	209
2019 Q2	$196K	Hold	12,972	–	–	0.06%	227
2019 Q1	$201K	Buy	+12,972	New	+$203K	0.07%	223

Other funds holding IPFF

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

Leo Brokerage Hurst, Texas $876M AUM

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Golden State Wealth Management's IPFF Position: Q4 2020 in Review

Golden State Wealth Management sold out of iShares International Preferred Stock ETF (IPFF) in Q4 2020, closing a stake of 12,972 shares — an estimated $182K sold.

Golden State Wealth Management first reported a position in IPFF in Q1 2019 and held it in 5 quarters. The position peaked at $201K in Q1 2019. 28 funds tracked by Wall St. Rank hold IPFF as of Q4 2020.

Golden State Wealth Management reported no remaining iShares International Preferred Stock ETF position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 12,972 iShares International Preferred Stock ETF shares in Q4 2020, an estimated $182K.
Golden State Wealth Management first reported a position in iShares International Preferred Stock ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's iShares International Preferred Stock ETF position peaked at $201K in Q1 2019.
28 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.