Investment Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Investment Partners’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
2022 Q4	–	Sell	-7,185	Closed	-$228K	–	215
2022 Q3	$228K	Buy	+7,185	New	+$241K	0.07%	238
2016 Q4	–	Sell	-7,297	Closed	-$288K	–	155
2016 Q3	$288K	Buy	+7,297	New	+$291K	0.16%	134
2015 Q2	–	Sell	-350	Closed	-$14K	–	120
2015 Q1	$14K	Buy	+350	New	+$13.9K	0.02%	139

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Investment Partners's PFF Position: Q4 2022 in Review

Investment Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 7,185 shares — an estimated $228K sold.

Investment Partners first reported a position in PFF in Q1 2015 and held it in 3 quarters. The position peaked at $288K in Q3 2016. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Investment Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 7,185 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $228K.
Investment Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and held it in 3 quarters.
Investment Partners's iShares Preferred and Income Securities ETF position peaked at $288K in Q3 2016.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.