IWA
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Intercontinental Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Intercontinental Wealth Advisors’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
2020
Q1 		– Sell
-380
Closed -$15K – 264
2019
Q4 		$15K Sell
380
-480
-56% -$17.9K 0.01% 247
2019
Q3 		$32K Hold
860
– – 0.02% 243
2019
Q2 		$32K Hold
860
– – 0.02% 242
2019
Q1 		$31K Sell
860
-750
-47% -$26.9K 0.02% 264
2018
Q4 		$55K Buy
+1,610
New +$57K 0.03% 215
2017
Q4 		– Sell
-5,523
Closed -$214K – 163
2017
Q3 		$214K Hold
5,523
– – 0.13% 123
2017
Q2 		$216K Hold
5,523
– – 0.14% 108
2017
Q1 		$214K Buy
+5,523
New +$211K 0.13% 129

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return