L.M. Kohn & Company’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
$305K Sell
9,952
-335
-3% -$10.3K 0.08% 201
2025
Q1
$316K Sell
10,287
-1,373
-12% -$42.2K 0.08% 190
2024
Q4
$367K Buy
11,660
+17
+0.1% +$534 0.09% 164
2024
Q3
$387K Buy
11,643
+512
+5% +$17K 0.1% 174
2024
Q2
$351K Sell
11,131
-2,488
-18% -$78.5K 0.1% 177
2024
Q1
$439K Sell
13,619
-4,713
-26% -$152K 0.12% 155
2023
Q4
$572K Sell
18,332
-837
-4% -$26.1K 0.18% 115
2023
Q3
$578K Sell
19,169
-969
-5% -$29.2K 0.21% 103
2023
Q2
$623K Buy
20,138
+12
+0.1% +$371 0.24% 99
2023
Q1
$628K Buy
20,126
+159
+0.8% +$4.96K 0.26% 88
2022
Q4
$610K Buy
19,967
+1,268
+7% +$38.7K 0.29% 88
2022
Q3
$593K Buy
18,699
+8
+0% +$254 0.29% 82
2022
Q2
$615K Buy
18,691
+158
+0.9% +$5.2K 0.29% 85
2022
Q1
$675K Buy
+18,533
New +$675K 0.26% 94