KC
PFF icon

Kades & Cheifetz’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kades & Cheifetz’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
2024
Q4 		$4.53M Sell
143,991
-2,943
-2% -$96.1K 2.32% 13
2024
Q3 		$4.88M Buy
146,934
+6,158
+4% +$198K 2.8% 10
2024
Q2 		$4.44M Buy
140,776
+650
+0.5% +$20.5K 2.79% 10
2024
Q1 		$4.52M Sell
140,126
-2,717
-2% -$86.6K 2.89% 10
2023
Q4 		$4.46M Sell
142,843
-21,330
-13% -$637K 3.16% 11
2023
Q3 		$4.95M Buy
164,173
+119
+0.1% +$3.64K 3.92% 7
2023
Q2 		$5.07M Sell
164,054
-2,753
-2% -$84.2K 3.89% 6
2023
Q1 		$5.21M Buy
166,807
+31
+0% +$996 4.11% 6
2022
Q4 		$5.09M Buy
+166,776
New +$5.19M 4.26% 6

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kades & Cheifetz's PFF Position: Q4 2024 in Review

Kades & Cheifetz reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2% in Q4 2024, selling an estimated $96.1K and leaving 143,991 shares worth $4.53M. The position accounts for 2.32% of the portfolio, ranked #13.

Kades & Cheifetz first reported a position in PFF in Q4 2022 and has held it in 9 quarters since. The position peaked at $5.21M in Q1 2023. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Kades & Cheifetz held 143,991 shares of iShares Preferred and Income Securities ETF worth $4.53M as of Q4 2024.
  • Kades & Cheifetz sold 2,943 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $96.1K.
  • iShares Preferred and Income Securities ETF made up 2.32% of Kades & Cheifetz's portfolio in Q4 2024, its #13 holding.
  • Kades & Cheifetz first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's iShares Preferred and Income Securities ETF position peaked at $5.21M in Q1 2023.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.