Klingman & Associates’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 | $436K | Buy |
14,217
+204
| +1% | +$6.26K | 0.02% | 185 |
|
|
2025
Q1 | $431K | Hold |
14,013
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $441K | Hold |
14,013
| – | – | 0.03% | 166 |
|
|
2024
Q3 | $466K | Hold |
14,013
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $442K | Hold |
14,013
| – | – | 0.03% | 148 |
|
|
2024
Q1 | $452K | Hold |
14,013
| – | – | 0.03% | 149 |
|
|
2023
Q4 | $437K | Buy |
+14,013
| New | +$437K | 0.03% | 143 |
|
|
2016
Q3 | – | Sell |
-45,596
| Closed | -$1.82M | – | 387 |
|
|
2016
Q2 | $1.82M | Sell |
45,596
-500
| -1% | -$19.9K | 0.59% | 25 |
|
|
2016
Q1 | $1.8M | Hold |
46,096
| – | – | 0.64% | 26 |
|
|
2015
Q4 | $1.79M | Buy |
46,096
+1
| +0% | +$39 | 0.67% | 26 |
|
|
2015
Q3 | $1.78M | Buy |
46,095
+499
| +1% | +$19.3K | 0.7% | 25 |
|
|
2015
Q2 | $1.79M | Sell |
45,596
-840
| -2% | -$32.9K | 0.7% | 25 |
|
|
2015
Q1 | $1.86M | Buy |
46,436
+501
| +1% | +$20.1K | 0.77% | 23 |
|
|
2014
Q4 | $1.81M | Buy |
+45,935
| New | +$1.81M | 0.75% | 24 |
|