Lake Street Private Wealth’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
2022
Q1
Sell
-5,476
Closed -$216K 347
2021
Q4
$216K Buy
+5,476
New +$213K 0.04% 304

Other funds holding PFF

Lake Street Private Wealth's PFF Position: Q1 2022 in Review

Lake Street Private Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 5,476 shares — an estimated $216K sold.

Lake Street Private Wealth first reported a position in PFF in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

  • Lake Street Private Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 5,476 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $216K.
  • Lake Street Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 1 quarter.
  • Lake Street Private Wealth's iShares Preferred and Income Securities ETF position peaked at $216K in Q4 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Lake Street Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.