KFG Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Hold
11,481
0.06% 149
2025
Q1
$353K Sell
11,481
-483
-4% -$14.8K 0.06% 142
2024
Q4
$376K Hold
11,964
0.07% 125
2024
Q3
$398K Hold
11,964
0.09% 124
2024
Q2
$377K Sell
11,964
-170
-1% -$5.36K 0.15% 108
2024
Q1
$391K Sell
12,134
-15
-0.1% -$483 0.16% 105
2023
Q4
$379K Buy
12,149
+453
+4% +$14.1K 0.17% 94
2023
Q3
$353K Buy
11,696
+1,786
+18% +$53.8K 0.19% 93
2023
Q2
$307K Hold
9,910
0.18% 87
2023
Q1
$311K Buy
9,910
+620
+7% +$19.5K 0.22% 59
2022
Q4
$284K Buy
+9,290
New +$284K 0.29% 57