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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-69,172
Closed -$2.17M 62
2024
Q4
$2.17M Buy
69,172
+4,817
+7% +$157K 1.49% 25
2024
Q3
$2.14M Sell
64,355
-4,103
-6% -$132K 1.43% 26
2024
Q2
$2.16M Buy
68,458
+3,374
+5% +$106K 1.55% 23
2024
Q1
$2.1M Buy
+65,084
New +$2.07M 1.89% 19

Other funds holding PFF

Lake Hills Wealth Management's PFF Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 69,172 shares — an estimated $2.17M sold.

Lake Hills Wealth Management first reported a position in PFF in Q1 2024 and held it in 4 quarters. The position peaked at $2.17M in Q4 2024. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • Lake Hills Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 69,172 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $2.17M.
  • Lake Hills Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 4 quarters.
  • Lake Hills Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.17M in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.