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 |
|