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Householder Group Estate & Retirement Specialist’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$72K Sell
2,290
-658
-22% -$21.5K 0.05% 187
2024
Q3 		$97K Buy
2,948
+10
+0.3% +$322 0.03% 368
2024
Q2 		$92K Buy
2,938
+8
+0.3% +$252 0.03% 367
2024
Q1 		$94.4K Sell
2,930
-263
-8% -$8.38K 0.03% 351
2023
Q4 		$99K Sell
3,193
-4,458
-58% -$133K 0.03% 335
2023
Q3 		$231K Buy
+7,651
New +$234K 0.08% 203
2023
Q1 		$368K Buy
+11,798
New +$379K 0.14% 144
2022
Q4 		– Sell
-16,299
Closed -$516K – 875
2022
Q3 		$516K Sell
16,299
-2,749
-14% -$92.1K 0.21% 106
2022
Q2 		$626K Buy
19,048
+5,657
+42% +$191K 0.28% 85
2022
Q1 		$488K Buy
13,391
+747
+6% +$27.5K 0.2% 121
2021
Q4 		$499K Buy
+12,644
New +$491K 0.19% 129

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PFF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Preferred and Income Securities ETF (PFF) stake by 22% in Q4 2024, selling an estimated $21.5K and leaving 2,290 shares worth $72K. The position accounts for 0.05% of the portfolio, ranked #187.

Householder Group Estate & Retirement Specialist first reported a position in PFF in Q4 2021 and has held it in 11 quarters since. The position peaked at $626K in Q2 2022. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,290 shares of iShares Preferred and Income Securities ETF worth $72K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 658 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $21.5K.
  • iShares Preferred and Income Securities ETF made up 0.05% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #187 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 11 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares Preferred and Income Securities ETF position peaked at $626K in Q2 2022.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.