GWAM
Guardian Wealth Advisors (Minnesota)’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
57,063
-14,326
| -20% | -$440K | 1.04% | 16 |
|
|
2025
Q1 | $2.19M | Sell |
71,389
-7,673
| -10% | -$236K | 1.41% | 15 |
|
|
2024
Q4 | $2.49M | Sell |
79,062
-9,178
| -10% | -$289K | 1.59% | 14 |
|
|
2024
Q3 | $2.93M | Buy |
88,240
+2,015
| +2% | +$67K | 1.81% | 12 |
|
|
2024
Q2 | $2.72M | Buy |
86,225
+509
| +0.6% | +$16.1K | 1.77% | 12 |
|
|
2024
Q1 | $2.76M | Buy |
85,716
+1,294
| +2% | +$41.7K | 1.8% | 12 |
|
|
2023
Q4 | $2.63M | Sell |
84,422
-3,845
| -4% | -$120K | 1.84% | 12 |
|
|
2023
Q3 | $2.66M | Sell |
88,267
-1,514
| -2% | -$45.6K | 2.04% | 12 |
|
|
2023
Q2 | $2.78M | Sell |
89,781
-8,661
| -9% | -$268K | 2.04% | 12 |
|
|
2023
Q1 | $3.07M | Sell |
98,442
-2,336
| -2% | -$72.9K | 2.41% | 12 |
|
|
2022
Q4 | $3.08M | Sell |
100,778
-37,957
| -27% | -$1.16M | 2.73% | 13 |
|
|
2022
Q3 | $4.39M | Sell |
138,735
-16,614
| -11% | -$526K | 4.27% | 9 |
|
|
2022
Q2 | $5.11M | Sell |
155,349
-6,043
| -4% | -$199K | 4.7% | 7 |
|
|
2022
Q1 | $5.88M | Buy |
161,392
+2,462
| +2% | +$89.7K | 4.83% | 6 |
|
|
2021
Q4 | $6.27M | Buy |
158,930
+9,759
| +7% | +$385K | 5.02% | 6 |
|
|
2021
Q3 | $5.79M | Buy |
149,171
+3,509
| +2% | +$136K | 5.15% | 6 |
|
|
2021
Q2 | $5.73M | Buy |
145,662
+6,056
| +4% | +$238K | 4.96% | 6 |
|
|
2021
Q1 | $5.36M | Buy |
139,606
+11,037
| +9% | +$424K | 4.97% | 6 |
|
|
2020
Q4 | $4.95M | Buy |
+128,569
| New | +$4.95M | 4.91% | 6 |
|