IFPG
Intrepid Financial Planning Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.92M | Sell |
160,458
-2,200
| -1% | -$67.5K | 2.07% | 12 |
|
2025
Q1 | $5M | Sell |
162,658
-2,727
| -2% | -$83.8K | 2.32% | 11 |
|
2024
Q4 | $5.2M | Sell |
165,385
-9,150
| -5% | -$288K | 2.2% | 11 |
|
2024
Q3 | $5.8M | Buy |
174,535
+7,457
| +4% | +$248K | 2.48% | 9 |
|
2024
Q2 | $5.27M | Buy |
167,078
+38,276
| +30% | +$1.21M | 2.26% | 9 |
|
2024
Q1 | $4.15M | Buy |
+128,802
| New | +$4.15M | 1.79% | 13 |
|