Kerntke Otto McGlone Wealth Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $339K | Sell |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $983K | Sell |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.55M | Buy |
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|
2022
Q4 | $2.43M | Buy |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.57M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.45M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5.55M | Sell |
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|
2021
Q1 | $5.45M | Buy |
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|
2020
Q4 | $5.43M | Buy |
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|
2020
Q3 | $5.09M | Buy |
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|
2020
Q2 | $4.71M | Sell |
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|
2020
Q1 | $4.87M | Sell |
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|
2019
Q4 | $6.95M | Buy |
|