Golden State 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	$23.3K	Buy	767 +5	+0.7%	+$157	﹤0.01%	880
2025 Q4	$23.6K	Buy	762 +14	+2%	+$436	﹤0.01%	885
2025 Q3	$23.7K	Buy	748 +12	+2%	+$377	﹤0.01%	880
2025 Q2	$22.6K	Sell	736 -109	-13%	-$3.28K	﹤0.01%	858
2025 Q1	$26K	Sell	845 -5	-0.6%	-$158	﹤0.01%	738
2024 Q4	$26.7K	Buy	+850	New	+$27.8K	﹤0.01%	697
2020 Q4	–	Sell	-7,780	Closed	-$284K	–	365
2020 Q3	$284K	Buy	+7,780	New	+$280K	0.09%	152
2020 Q2	–	Sell	-10,777	Closed	-$343K	–	696
2020 Q1	$343K	Buy	+10,777	New	+$386K	0.15%	103
2019 Q4	–	Sell	-13,695	Closed	-$514K	–	681
2019 Q3	$514K	Buy	13,695 +120	+0.9%	+$4.46K	0.17%	107
2019 Q2	$500K	Buy	13,575 +26	+0.2%	+$953	0.16%	118
2019 Q1	$495K	Buy	+13,549	New	+$487K	0.17%	118