H&H Retirement Design & Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

H&H Retirement Design & Management’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 Q1	–	Sell	-15,576	Closed	-$558K	–	62
2021 Q4	$558K	Sell	15,576 -130,518	-89%	-$5.07M	0.35%	46
2021 Q3	$5.62M	Buy	146,094 +3,576	+3%	+$140K	3.45%	16
2021 Q2	$5.57M	Sell	142,518 -11,245	-7%	-$436K	3.41%	17
2021 Q1	$5.96M	Buy	+153,763	New	+$5.83M	3.58%	14
2020 Q3	$4.97M	Buy	136,307 +51,110	+60%	+$1.84M	3.9%	12
2020 Q2	$2.95M	Sell	85,197 -6,141	-7%	-$209K	2.61%	17
2020 Q1	$2.91M	Buy	+91,338	New	+$3.28M	2.76%	16

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

H&H Retirement Design & Management's PFF Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 15,576 shares — an estimated $558K sold.

H&H Retirement Design & Management first reported a position in PFF in Q1 2020 and held it in 7 quarters. The position peaked at $5.96M in Q1 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

H&H Retirement Design & Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
H&H Retirement Design & Management sold 15,576 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $558K.
H&H Retirement Design & Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 7 quarters.
H&H Retirement Design & Management's iShares Preferred and Income Securities ETF position peaked at $5.96M in Q1 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.