Horizon Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,025
Closed -$738K 114
2025
Q1
$738K Sell
24,025
-315,713
-93% -$9.7M 0.12% 40
2024
Q4
$10.7M Sell
339,738
-601,673
-64% -$18.9M 1.86% 16
2024
Q3
$31.3M Buy
941,411
+50,510
+6% +$1.68M 6.24% 5
2024
Q2
$28.1M Buy
+890,901
New +$28.1M 6.7% 4