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HBW
Hazlett, Burt & Watson’s
iShares Preferred and Income Securities ETF
PFF
Stock Holding History
Hazlett, Burt & Watson’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
2026
Q1
$33K
Sell
1,073
-100
-9%
-$3.13K
0.01%
519
2025
Q4
$36K
Buy
1,173
+4
+0.3%
+$125
0.01%
499
2025
Q3
$37K
Sell
1,169
-541
-32%
-$17K
0.01%
467
2025
Q2
$52K
Buy
1,710
+15
+0.9%
+$452
0.02%
370
2025
Q1
$52K
Buy
1,695
+9
+0.5%
+$284
0.02%
352
2024
Q4
$53K
Sell
1,686
-333
-16%
-$10.9K
0.02%
356
2024
Q3
$66K
Buy
2,019
+492
+32%
+$15.8K
0.03%
322
2024
Q2
$49K
Sell
1,527
-335
-18%
-$10.5K
0.03%
339
2024
Q1
$60K
Hold
1,862
–
–
0.04%
310
2023
Q4
$59K
Hold
1,862
–
–
0.04%
286
2023
Q3
$56K
Sell
1,862
-340
-15%
-$10.4K
0.04%
284
2023
Q2
$68K
Sell
2,202
-185
-8%
-$5.66K
0.05%
261
2023
Q1
$76K
Sell
2,387
-297
-11%
-$9.54K
0.06%
230
2022
Q4
$82K
Sell
2,684
-223
-8%
-$6.94K
0.07%
208
2022
Q3
$93K
Sell
2,907
-245
-8%
-$8.21K
0.09%
187
2022
Q2
$104K
Buy
3,152
+29
+0.9%
+$981
0.1%
192
2022
Q1
$113K
Buy
+3,123
New
+$115K
0.09%
198
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1-Year Est. Return
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25.57%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
FIB
First Interstate Bank
Billings, Montana
$1.78B AUM
13.62%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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