IHT 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 | $648K | Buy |
21,110
+776
| +4% | +$23.8K | 0.02% | 626 |
|
2025
Q1 | $625K | Buy |
20,334
+685
| +3% | +$21.1K | 0.02% | 603 |
|
2024
Q4 | $618K | Sell |
19,649
-366
| -2% | -$11.5K | 0.02% | 618 |
|
2024
Q3 | $665K | Sell |
20,015
-9,558
| -32% | -$318K | 0.02% | 627 |
|
2024
Q2 | $933K | Buy |
29,573
+121
| +0.4% | +$3.82K | 0.03% | 451 |
|
2024
Q1 | $949K | Buy |
29,452
+3,100
| +12% | +$99.9K | 0.04% | 440 |
|
2023
Q4 | $822K | Buy |
26,352
+10,694
| +68% | +$334K | 0.04% | 439 |
|
2023
Q3 | $472K | Buy |
15,658
+7,755
| +98% | +$234K | 0.02% | 573 |
|
2023
Q2 | $244K | Sell |
7,903
-35
| -0.4% | -$1.08K | 0.01% | 802 |
|
2023
Q1 | $248K | Sell |
7,938
-19,001
| -71% | -$593K | 0.01% | 767 |
|
2022
Q4 | $822K | Sell |
26,939
-1,980
| -7% | -$60.5K | 0.05% | 345 |
|
2022
Q3 | $916K | Sell |
28,919
-1,649
| -5% | -$52.2K | 0.07% | 302 |
|
2022
Q2 | $1.01M | Buy |
30,568
+13,291
| +77% | +$437K | 0.09% | 238 |
|
2022
Q1 | $629K | Sell |
17,277
-4,074
| -19% | -$148K | 0.05% | 353 |
|
2021
Q4 | $842K | Sell |
21,351
-8,499
| -28% | -$335K | 0.06% | 302 |
|
2021
Q3 | $1.16M | Buy |
+29,850
| New | +$1.16M | 0.09% | 219 |
|
2021
Q2 | – | Sell |
-5,540
| Closed | -$213K | – | 969 |
|
2021
Q1 | $213K | Sell |
5,540
-1,147
| -17% | -$44.1K | 0.02% | 750 |
|
2020
Q4 | $258K | Sell |
6,687
-9,132
| -58% | -$352K | 0.02% | 607 |
|
2020
Q3 | $577K | Buy |
15,819
+8,056
| +104% | +$294K | 0.06% | 317 |
|
2020
Q2 | $269K | Buy |
+7,763
| New | +$269K | 0.04% | 440 |
|
2020
Q1 | – | Sell |
-7,907
| Closed | -$297K | – | 631 |
|
2019
Q4 | $297K | Sell |
7,907
-1,767
| -18% | -$66.4K | 0.04% | 447 |
|
2019
Q3 | $363K | Sell |
9,674
-18,226
| -65% | -$684K | 0.05% | 382 |
|
2019
Q2 | $1.03M | Buy |
27,900
+16,585
| +147% | +$611K | 0.15% | 149 |
|
2019
Q1 | $414K | Buy |
11,315
+5,292
| +88% | +$194K | 0.07% | 299 |
|
2018
Q4 | $206K | Sell |
6,023
-19,910
| -77% | -$681K | 0.04% | 420 |
|
2018
Q3 | $963K | Buy |
+25,933
| New | +$963K | 0.21% | 127 |
|
2018
Q2 | – | Sell |
-4,876
| Closed | -$182K | – | 1078 |
|
2018
Q1 | $182K | Sell |
4,876
-332
| -6% | -$12.4K | 0.05% | 362 |
|
2017
Q4 | $198K | Buy |
5,208
+1,109
| +27% | +$42.2K | 0.05% | 346 |
|
2017
Q3 | $157K | Buy |
4,099
+4,059
| +10,148% | +$155K | 0.07% | 296 |
|
2017
Q2 | $12 | Hold |
40
| – | – | 0.01% | 923 |
|
2017
Q1 | $5K | Sell |
40
-1,148
| -97% | -$144K | ﹤0.01% | 957 |
|
2016
Q4 | $45K | Buy |
+1,188
| New | +$45K | 0.03% | 407 |
|