Investmark Advisory Group’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
$304K Buy
9,912
+289
+3% +$8.87K 0.14% 101
2025
Q1
$296K Sell
9,623
-783
-8% -$24.1K 0.15% 95
2024
Q4
$327K Sell
10,406
-6,000
-37% -$189K 0.16% 89
2024
Q3
$545K Sell
16,406
-4,326
-21% -$144K 0.26% 65
2024
Q2
$654K Buy
20,732
+417
+2% +$13.2K 0.35% 58
2024
Q1
$655K Buy
20,315
+1,985
+11% +$64K 0.36% 57
2023
Q4
$572K Sell
18,330
-322
-2% -$10K 0.34% 61
2023
Q3
$562K Buy
18,652
+2,733
+17% +$82.4K 0.38% 53
2023
Q2
$492K Buy
+15,919
New +$492K 0.33% 56