Highview Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Highview Capital Management’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	-26,697	Closed	-$1.92M	–	105
2022 Q4	$1.92M	Buy	26,697 +18,098	+210%	+$563K	1.17%	19
2022 Q3	$272K	Sell	8,599 -4,325	-33%	-$145K	0.2%	84
2022 Q2	$425K	Sell	12,924 -45,314	-78%	-$1.53M	0.33%	68
2022 Q1	$2.12M	Buy	58,238 +27,674	+91%	+$1.02M	1.36%	20
2021 Q4	$1.21M	Buy	+30,564	New	+$1.19M	0.78%	39

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

Highview Capital Management's PFF Position: Q1 2023 in Review

Highview Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 26,697 shares — an estimated $1.92M sold.

Highview Capital Management first reported a position in PFF in Q4 2021 and held it in 5 quarters. The position peaked at $2.12M in Q1 2022. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

Highview Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
Highview Capital Management sold 26,697 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $1.92M.
Highview Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 5 quarters.
Highview Capital Management's iShares Preferred and Income Securities ETF position peaked at $2.12M in Q1 2022.
951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Highview Capital Management's 13F filing for Q1 2023, filed 26 Apr 2023.