Kavar Capital Partners Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kavar Capital Partners Group’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
2023 Q4	–	Sell	-11,000	Closed	-$332K	–	165
2023 Q3	$332K	Buy	+11,000	New	+$336K	0.07%	123
2023 Q2	–	Sell	-11,800	Closed	-$368K	–	159
2023 Q1	$368K	Buy	+11,800	New	+$379K	0.08%	122
2022 Q3	–	Sell	-10,350	Closed	-$340K	–	152
2022 Q2	$340K	Buy	+10,350	New	+$350K	0.08%	131
2018 Q3	–	Sell	-350	Closed	-$13K	–	305
2018 Q2	$13K	Sell	350 -2,000	-85%	-$74.5K	0.01%	300
2018 Q1	$88K	Buy	+2,350	New	+$88.2K	0.05%	153

Other funds holding PFF

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kavar Capital Partners Group's PFF Position: Q4 2023 in Review

Kavar Capital Partners Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 11,000 shares — an estimated $332K sold.

Kavar Capital Partners Group first reported a position in PFF in Q1 2018 and held it in 5 quarters. The position peaked at $368K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Kavar Capital Partners Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 11,000 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $332K.
Kavar Capital Partners Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and held it in 5 quarters.
Kavar Capital Partners Group's iShares Preferred and Income Securities ETF position peaked at $368K in Q1 2023.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Kavar Capital Partners Group's 13F filing for Q4 2023, filed 14 Feb 2024.