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Independent Solutions Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Independent Solutions Wealth Management’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
2023
Q2 		– Sell
-8,161
Closed -$255K – 233
2023
Q1 		$255K Sell
8,161
-16,782
-67% -$539K 0.08% 182
2022
Q4 		$762K Sell
24,943
-127,637
-84% -$3.97M 0.23% 96
2022
Q3 		$4.83M Sell
152,580
-4,279
-3% -$143K 1.58% 13
2022
Q2 		$5.16M Sell
156,859
-361
-0.2% -$12.2K 1.61% 13
2022
Q1 		$5.73M Buy
157,220
+1,337
+0.9% +$49.2K 1.35% 14
2021
Q4 		$6.15M Sell
155,883
-10,810
-6% -$420K 1.45% 14
2021
Q3 		$6.47M Sell
166,693
-11,245
-6% -$441K 1.6% 14
2021
Q2 		$7M Sell
177,938
-1,991
-1% -$77.1K 1.7% 13
2021
Q1 		$6.91M Buy
179,929
+36,224
+25% +$1.37M 1.9% 12
2020
Q4 		$5.53M Buy
143,705
+22,930
+19% +$857K 1.73% 14
2020
Q3 		$4.4M Buy
120,775
+18,573
+18% +$668K 1.68% 15
2020
Q2 		$3.54M Buy
102,202
+7,282
+8% +$248K 1.51% 17
2020
Q1 		$3.02M Sell
94,920
-1,489
-2% -$53.4K 1.67% 17
2019
Q4 		$3.62M Buy
+96,409
New +$3.6M 1.6% 15

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Independent Solutions Wealth Management's PFF Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 8,161 shares — an estimated $255K sold.

Independent Solutions Wealth Management first reported a position in PFF in Q4 2019 and held it in 14 quarters. The position peaked at $7M in Q2 2021. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Independent Solutions Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 8,161 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $255K.
  • Independent Solutions Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 14 quarters.
  • Independent Solutions Wealth Management's iShares Preferred and Income Securities ETF position peaked at $7M in Q2 2021.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.