Houlihan Financial Resource Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.32M	Sell	109,468 -4,393	-4%	-$138K	1.29%	28
2025 Q4	$3.55M	Buy	113,861 +55,511	+95%	+$1.73M	1.35%	27
2025 Q3	$1.85M	Sell	58,350 -90,335	-61%	-$2.84M	1.62%	23
2025 Q2	$4.59M	Sell	148,685 -6,233	-4%	-$188K	1.91%	17
2025 Q1	$4.76M	Sell	154,918 -13,099	-8%	-$413K	2.14%	16
2024 Q4	$5.28M	Sell	168,017 -520	-0.3%	-$17K	2.25%	15
2024 Q3	$5.6M	Buy	+168,537	New	+$5.42M	2.32%	13
2024 Q2	–	Sell	-168,879	Closed	-$5.44M	–	88
2024 Q1	$5.44M	Buy	168,879 +1,440	+0.9%	+$45.9K	2.44%	13
2023 Q4	$5.22M	Buy	167,439 +5,696	+4%	+$170K	2.53%	12
2023 Q3	$4.76M	Buy	+161,743	New	+$4.94M	2.55%	13
2023 Q2	–	Sell	-161,795	Closed	-$5.05M	–	164
2023 Q1	$5.05M	Buy	161,795 +2,779	+2%	+$89.3K	2.76%	11
2022 Q4	$5.06M	Sell	159,016 -29,274	-16%	-$911K	2.92%	10
2022 Q3	$5.93M	Buy	+188,290	New	+$6.31M	3.61%	6
2020 Q3	$7.32M	Buy	+196,404	New	+$7.07M	4.23%	4
2020 Q1	$6.09M	Buy	191,186 +2,384	+1%	+$85.5K	5.29%	4
2019 Q4	$7.1M	Buy	+188,802	New	+$7.04M	4.59%	5