Graves Light Lenhart Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-562	Closed	-$18K	–	463
2022 Q2	$18K	Hold	562	–	–	﹤0.01%	431
2022 Q1	$20K	Hold	562	–	–	﹤0.01%	469
2021 Q4	$22K	Hold	562	–	–	﹤0.01%	522
2021 Q3	$22K	Hold	562	–	–	﹤0.01%	487
2021 Q2	$22K	Hold	562	–	–	﹤0.01%	490
2021 Q1	$22K	Hold	562	–	–	﹤0.01%	493
2020 Q4	$22K	Buy	+562	New	+$21K	﹤0.01%	475

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Graves Light Lenhart Wealth's PFF Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2022, closing a stake of 562 shares — an estimated $18K sold.

Graves Light Lenhart Wealth first reported a position in PFF in Q4 2020 and held it in 7 quarters. The position peaked at $22K in Q4 2021. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 562 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $18K.
Graves Light Lenhart Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares Preferred and Income Securities ETF position peaked at $22K in Q4 2021.
950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.