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

HBC Financial Services’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
2021
Q4 		– Sell
-2
Closed – – 184
2021
Q3 		$0 Hold
2
– – ﹤0.01% 187
2021
Q2 		$0 Hold
2
– – ﹤0.01% 194
2021
Q1 		$86 Buy
+2
New +$76 ﹤0.01% 185
2020
Q4 		– Sell
-94,776
Closed -$11M – 182
2020
Q3 		$11M Buy
94,776
+94,702
+127,976% +$3.41M 9.26% 3
2020
Q2 		$3K Hold
74
– – ﹤0.01% 142
2020
Q1 		$2K Hold
74
– – ﹤0.01% 141
2019
Q4 		$3K Buy
+74
New +$2.76K ﹤0.01% 152

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HBC Financial Services's PFF Position: Q4 2021 in Review

HBC Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2021, closing a stake of 2 shares.

HBC Financial Services first reported a position in PFF in Q4 2019 and held it in 7 quarters. The position peaked at $11M in Q3 2020. 1,101 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

  • HBC Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
  • HBC Financial Services sold 2 iShares Preferred and Income Securities ETF shares in Q4 2021.
  • HBC Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 7 quarters.
  • HBC Financial Services's iShares Preferred and Income Securities ETF position peaked at $11M in Q3 2020.
  • 1,101 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on HBC Financial Services's 13F filing for Q4 2021, filed 28 Jan 2022.