Iowa State Bank’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Iowa State Bank’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
2017 Q3	–	Sell	-5,790	Closed	-$227K	–	97
2017 Q2	$227K	Sell	5,790 -132	-2%	-$5.14K	0.11%	89
2017 Q1	$229K	Buy	+5,922	New	+$226K	0.11%	84
2016 Q4	–	Sell	-6,850	Closed	-$271K	–	90
2016 Q3	$271K	Buy	6,850 +1,610	+31%	+$64.2K	0.15%	76
2016 Q2	$209K	Hold	5,240	–	–	0.11%	88
2016 Q1	$205K	Sell	5,240 -450	-8%	-$17.2K	0.12%	90
2015 Q4	$221K	Buy	+5,690	New	+$221K	0.13%	76
2015 Q3	–	Sell	-5,155	Closed	-$202K	–	84
2015 Q2	$202K	Hold	5,155	–	–	0.13%	73
2015 Q1	$207K	Hold	5,155	–	–	0.13%	71
2014 Q4	$203K	Hold	5,155	–	–	0.13%	71
2014 Q3	$204K	Hold	5,155	–	–	0.14%	69
2014 Q2	$206K	Hold	5,155	–	–	0.14%	69
2014 Q1	$201K	Buy	+5,155	New	+$197K	0.14%	69
2013 Q4	–	Sell	-5,380	Closed	-$204K	–	73
2013 Q3	$204K	Sell	5,380 -160	-3%	-$6.12K	0.16%	70
2013 Q2	$218K	Buy	+5,540	New	+$223K	0.18%	67

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Iowa State Bank's PFF Position: Q3 2017 in Review

Iowa State Bank sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2017, closing a stake of 5,790 shares — an estimated $227K sold.

Iowa State Bank first reported a position in PFF in Q2 2013 and held it in 14 quarters. The position peaked at $271K in Q3 2016. 653 funds tracked by Wall St. Rank hold PFF as of Q3 2017.

Iowa State Bank reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2017 after selling out during the quarter.
Iowa State Bank sold 5,790 iShares Preferred and Income Securities ETF shares in Q3 2017, an estimated $227K.
Iowa State Bank first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 14 quarters.
Iowa State Bank's iShares Preferred and Income Securities ETF position peaked at $271K in Q3 2016.
653 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2017.

Based on Iowa State Bank's 13F filing for Q3 2017, filed 16 Oct 2017.