Insight 2811 Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Insight 2811 Inc’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
2022 Q2	–	Sell	-22,543	Closed	-$821K	–	92
2022 Q1	$821K	Buy	22,543 +817	+4%	+$30K	0.49%	23
2021 Q4	$857K	Buy	21,726 +849	+4%	+$33K	0.49%	23
2021 Q3	$810K	Buy	+20,877	New	+$819K	0.48%	20
2020 Q1	–	Sell	-8,188	Closed	-$308K	–	80
2019 Q4	$308K	Buy	+8,188	New	+$305K	0.2%	63
2019 Q3	–	Sell	-10,714	Closed	-$396K	–	87
2019 Q2	$396K	Sell	10,714 -151	-1%	-$5.53K	0.29%	60
2019 Q1	$397K	Sell	10,865 -1,889	-15%	-$67.9K	0.3%	59
2018 Q4	$437K	Sell	12,754 -5,450	-30%	-$193K	0.37%	49
2018 Q3	$676K	Buy	+18,204	New	+$683K	0.46%	43
2017 Q4	–	Sell	-22,630	Closed	-$878K	–	76
2017 Q3	$878K	Buy	22,630 +897	+4%	+$34.9K	0.65%	26
2017 Q2	$851K	Sell	21,733 -2,937	-12%	-$114K	0.65%	28
2017 Q1	$955K	Buy	+24,670	New	+$943K	0.73%	23
2015 Q2	–	Sell	-64,290	Closed	-$2.58M	–	113
2015 Q1	$2.58M	Buy	+64,290	New	+$2.56M	1.21%	12

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight 2811 Inc's PFF Position: Q2 2022 in Review

Insight 2811 Inc sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 22,543 shares — an estimated $821K sold.

Insight 2811 Inc first reported a position in PFF in Q1 2015 and held it in 12 quarters. The position peaked at $2.58M in Q1 2015. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Insight 2811 Inc reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
Insight 2811 Inc sold 22,543 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $821K.
Insight 2811 Inc first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and held it in 12 quarters.
Insight 2811 Inc's iShares Preferred and Income Securities ETF position peaked at $2.58M in Q1 2015.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Insight 2811 Inc's 13F filing for Q2 2022, filed 9 Aug 2022.