Kohmann Bosshard Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kohmann Bosshard Financial Services’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
2024 Q2	–	Sell	-6,376	Closed	-$205K	–	199
2024 Q1	$205K	Sell	6,376 -5,330	-46%	-$170K	0.03%	190
2023 Q4	$365K	Sell	11,706 -7,698	-40%	-$230K	0.06%	130
2023 Q3	$585K	Buy	19,404 +796	+4%	+$24.3K	0.1%	92
2023 Q2	$576K	Sell	18,608 -38,051	-67%	-$1.16M	0.1%	92
2023 Q1	$1.77M	Sell	56,659 -94	-0.2%	-$3.02K	0.33%	50
2022 Q4	$1.73M	Buy	56,753 +20,163	+55%	+$627K	0.35%	47
2022 Q3	$1.16M	Buy	+36,590	New	+$1.23M	0.26%	56
2022 Q2	–	Sell	-13,251	Closed	-$483K	–	151
2022 Q1	$483K	Buy	+13,251	New	+$487K	0.09%	80

Other funds holding PFF

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kohmann Bosshard Financial Services's PFF Position: Q2 2024 in Review

Kohmann Bosshard Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 6,376 shares — an estimated $205K sold.

Kohmann Bosshard Financial Services first reported a position in PFF in Q1 2022 and held it in 8 quarters. The position peaked at $1.77M in Q1 2023. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Kohmann Bosshard Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 6,376 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $205K.
Kohmann Bosshard Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 8 quarters.
Kohmann Bosshard Financial Services's iShares Preferred and Income Securities ETF position peaked at $1.77M in Q1 2023.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2024, filed 11 Jul 2024.