Instrumental Wealth’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
$282K Buy
9,112
+117
+1% +$3.62K 0.22% 45
2025
Q1
$272K Buy
8,995
+170
+2% +$5.14K 0.25% 45
2024
Q4
$279K Sell
8,825
-39
-0.4% -$1.23K 0.26% 40
2024
Q3
$296K Buy
8,864
+16
+0.2% +$534 0.29% 34
2024
Q2
$280K Buy
8,848
+1,079
+14% +$34.1K 0.29% 34
2024
Q1
$245K Sell
7,769
-450
-5% -$14.2K 0.11% 36
2023
Q4
$260K Buy
8,219
+448
+6% +$14.2K 0.28% 32
2023
Q3
$223K Buy
7,771
+1,016
+15% +$29.2K 0.26% 30
2023
Q2
$209K Buy
+6,755
New +$209K 0.25% 31