Institutional & Family Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Institutional & Family Asset 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
2024 Q2	$398K	Buy	+12,611	New	+$397K	0.06%	122
2017 Q4	–	Sell	-10,550	Closed	-$409K	–	179
2017 Q3	$409K	Buy	10,550 +400	+4%	+$15.6K	0.08%	133
2017 Q2	$398K	Sell	10,150 -400	-4%	-$15.6K	0.1%	101
2017 Q1	$408K	Sell	10,550 -648	-6%	-$24.8K	0.13%	101
2016 Q4	$417K	Buy	11,198 +648	+6%	+$24.6K	0.13%	102
2016 Q3	$417K	Sell	10,550 -556	-5%	-$22.2K	0.14%	96
2016 Q2	$443K	Sell	11,106 -7,537	-40%	-$295K	0.15%	93
2016 Q1	$724K	Hold	18,643	–	–	0.27%	80
2015 Q4	$724K	Buy	+18,643	New	+$726K	0.27%	80

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Institutional & Family Asset Management's PFF Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2024: 12,611 shares worth $398K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in PFF as recently as Q3 2017.

Institutional & Family Asset Management first reported a position in PFF in Q4 2015 and has held it in 9 quarters since. The position peaked at $724K in Q1 2016. 1,009 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Institutional & Family Asset Management held 12,611 shares of iShares Preferred and Income Securities ETF worth $398K as of Q2 2024.
iShares Preferred and Income Securities ETF was a new Institutional & Family Asset Management position in Q2 2024.
iShares Preferred and Income Securities ETF made up 0.06% of Institutional & Family Asset Management's portfolio in Q2 2024, its #122 holding.
Institutional & Family Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and has held it in 9 quarters since.
Institutional & Family Asset Management's iShares Preferred and Income Securities ETF position peaked at $724K in Q1 2016.
1,009 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.