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

Halpern Financial’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
Q2 		– Sell
-11,727
Closed -$427K – 336
2022
Q1 		$427K Buy
+11,727
New +$431K 0.16% 43

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Halpern Financial's PFF Position: Q2 2022 in Review

Halpern Financial sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 11,727 shares — an estimated $427K sold.

Halpern Financial first reported a position in PFF in Q1 2022 and held it in 1 quarter. The position peaked at $427K in Q1 2022. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • Halpern Financial reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Halpern Financial sold 11,727 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $427K.
  • Halpern Financial first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 1 quarter.
  • Halpern Financial's iShares Preferred and Income Securities ETF position peaked at $427K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.