High Net Worth Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-1,600	Closed	-$48.8K	–	464
2022 Q4	$48.8K	Hold	1,600	–	–	0.02%	330
2022 Q3	$51K	Hold	1,600	–	–	0.02%	321
2022 Q2	$53K	Sell	1,600 -1,000	-38%	-$33.8K	0.02%	318
2022 Q1	$95K	Hold	2,600	–	–	0.03%	257
2021 Q4	$103K	Buy	+2,600	New	+$101K	0.04%	252

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

High Net Worth Advisory Group's PFF Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 1,600 shares — an estimated $48.8K sold.

High Net Worth Advisory Group first reported a position in PFF in Q4 2021 and held it in 5 quarters. The position peaked at $103K in Q4 2021. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,600 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $48.8K.
High Net Worth Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Preferred and Income Securities ETF position peaked at $103K in Q4 2021.
951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.