IAA
IPFF

Independent Advisor Alliance’s iShares International Preferred Stock ETF IPFF Stock Holding History

Independent Advisor Alliance’s Portfolio IPFF Stock Details IPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-36,676
Closed -$567K – 923
2019
Q4 		$567K Buy
+36,676
New +$549K 0.02% 505

Other funds holding IPFF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LPIC
LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Independent Advisor Alliance's IPFF Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares International Preferred Stock ETF (IPFF) in Q1 2020, closing a stake of 36,676 shares — an estimated $567K sold.

Independent Advisor Alliance first reported a position in IPFF in Q4 2019 and held it in 1 quarter. The position peaked at $567K in Q4 2019. 26 funds tracked by Wall St. Rank hold IPFF as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares International Preferred Stock ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 36,676 iShares International Preferred Stock ETF shares in Q1 2020, an estimated $567K.
  • Independent Advisor Alliance first reported a position in iShares International Preferred Stock ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares International Preferred Stock ETF position peaked at $567K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.