Integris Wealth Management’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 | $693K | Sell |
22,584
-6,327
| -22% | -$194K | 0.18% | 45 |
|
|
2025
Q1 | $888K | Buy |
28,911
+1,327
| +5% | +$40.8K | 0.25% | 32 |
|
|
2024
Q4 | $867K | Buy |
27,584
+1,235
| +5% | +$38.8K | 0.24% | 34 |
|
|
2024
Q3 | $876K | Buy |
26,349
+4,688
| +22% | +$156K | 0.24% | 33 |
|
|
2024
Q2 | $683K | Buy |
21,661
+348
| +2% | +$11K | 0.2% | 38 |
|
|
2024
Q1 | $687K | Sell |
21,313
-332
| -2% | -$10.7K | 0.19% | 40 |
|
|
2023
Q4 | $675K | Sell |
21,645
-263
| -1% | -$8.2K | 0.2% | 40 |
|
|
2023
Q3 | $661K | Hold |
21,908
| – | – | 0.22% | 39 |
|
|
2023
Q2 | $678K | Buy |
21,908
+1,075
| +5% | +$33.3K | 0.24% | 36 |
|
|
2023
Q1 | $650K | Sell |
20,833
-29
| -0.1% | -$905 | 0.24% | 37 |
|
|
2022
Q4 | $637K | Buy |
+20,862
| New | +$637K | 0.25% | 35 |
|