Hefty Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$169K	Hold	4,507	–	–	0.11%	92
2017 Q4	$172K	Sell	4,507 -854	-16%	-$32.8K	0.11%	89
2017 Q3	$208K	Sell	5,361 -107	-2%	-$4.17K	0.14%	79
2017 Q2	$214K	Buy	5,468 +1,026	+23%	+$39.9K	0.15%	74
2017 Q1	$171K	Buy	4,442 +44	+1%	+$1.68K	0.12%	82
2016 Q4	$163K	Buy	4,398 +84	+2%	+$3.19K	0.14%	75
2016 Q3	$170K	Buy	4,314 +56	+1%	+$2.23K	0.13%	87
2016 Q2	$169K	Sell	4,258 -80	-2%	-$3.13K	0.14%	84
2016 Q1	$169K	Sell	4,338 -1,026	-19%	-$39.2K	0.16%	86
2015 Q4	$208K	Buy	+5,364	New	+$209K	0.2%	86

Other funds holding PFF

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return