Iams 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
2024 Q2	–	Sell	-7,023	Closed	-$225K	–	150
2024 Q1	$225K	Sell	7,023 -819	-10%	-$26.2K	0.14%	110
2023 Q4	$245K	Buy	+7,842	New	+$245K	0.16%	105