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GYL Financial Synergies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$984K Sell
29,624
-630
-2% -$20.3K 0.07% 188
2024
Q2 		$955K Hold
30,254
– – 0.07% 183
2024
Q1 		$975K Sell
30,254
-220
-0.7% -$7.01K 0.08% 185
2023
Q4 		$950K Buy
30,474
+10,294
+51% +$308K 0.08% 184
2023
Q3 		$608K Hold
20,180
– – 0.06% 219
2023
Q2 		$624K Buy
20,180
+19
+0.1% +$581 0.06% 219
2023
Q1 		$629K Sell
20,161
-739
-4% -$23.7K 0.08% 168
2022
Q4 		$638K Buy
20,900
+6,294
+43% +$196K 0.14% 105
2022
Q3 		$463K Sell
14,606
-739
-5% -$24.8K 0.13% 108
2022
Q2 		$505K Buy
15,345
+467
+3% +$15.8K 0.14% 101
2022
Q1 		$542K Sell
14,878
-1,019
-6% -$37.5K 0.13% 100
2021
Q4 		$627K Buy
15,897
+923
+6% +$35.9K 0.17% 100
2021
Q3 		$581K Buy
14,974
+517
+4% +$20.3K 0.3% 84
2021
Q2 		$569K Buy
14,457
+189
+1% +$7.32K 0.29% 84
2021
Q1 		$548K Sell
14,268
-722
-5% -$27.4K 0.3% 84
2020
Q4 		$577K Sell
14,990
-1,665
-10% -$62.2K 0.33% 75
2020
Q3 		$607K Buy
16,655
+27
+0.2% +$972 0.4% 62
2020
Q2 		$576K Buy
16,628
+29
+0.2% +$988 0.42% 61
2020
Q1 		$529K Sell
16,599
-157
-0.9% -$5.63K 0.34% 58
2019
Q4 		$630K Sell
16,756
-2,605
-13% -$97.2K 0.28% 67
2019
Q3 		$727K Sell
19,361
-576
-3% -$21.4K 0.36% 54
2019
Q2 		$735K Buy
19,937
+1,312
+7% +$48.1K 0.39% 54
2019
Q1 		$681K Buy
18,625
+1,960
+12% +$70.4K 0.38% 53
2018
Q4 		$570K Buy
+16,665
New +$590K 0.41% 50

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GYL Financial Synergies's PFF Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.1% in Q3 2024, selling an estimated $20.3K and leaving 29,624 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #188.

GYL Financial Synergies first reported a position in PFF in Q4 2018 and has held it in 24 quarters since. 1,021 funds tracked by Wall St. Rank hold PFF as of Q3 2024.

  • GYL Financial Synergies held 29,624 shares of iShares Preferred and Income Securities ETF worth $984K as of Q3 2024.
  • GYL Financial Synergies sold 630 iShares Preferred and Income Securities ETF shares in Q3 2024, an estimated $20.3K.
  • iShares Preferred and Income Securities ETF made up 0.07% of GYL Financial Synergies's portfolio in Q3 2024, its #188 holding.
  • GYL Financial Synergies first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.