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

LBA Wealth Management’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
2017 Q1	$128K	Hold	3,301	–	–	0.07%	129
2016 Q4	$123K	Sell	3,301 -580	-15%	-$22K	0.07%	128
2016 Q3	$153K	Buy	3,881 +331	+9%	+$13.2K	0.09%	122
2016 Q2	$142K	Hold	3,550	–	–	0.08%	125
2016 Q1	$139K	Sell	3,550 -4,380	-55%	-$167K	0.08%	125
2015 Q4	$308K	Buy	7,930 +5,770	+267%	+$225K	0.18%	92
2015 Q3	$83K	Buy	2,160 +580	+37%	+$22.7K	0.05%	156
2015 Q2	$62K	Hold	1,580	–	–	0.04%	153
2015 Q1	$63K	Buy	1,580 +580	+58%	+$23.1K	0.04%	158
2014 Q4	$39K	Hold	1,000	–	–	0.03%	179
2014 Q3	$40K	Buy	+1,000	New	+$39.6K	0.03%	182

Other funds holding PFF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LBA Wealth Management's PFF Position: Q1 2017 in Review

LBA Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2017 at 3,301 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #129.

LBA Wealth Management first reported a position in PFF in Q3 2014 and has held it in 11 quarters since. The position peaked at $308K in Q4 2015. 633 funds tracked by Wall St. Rank hold PFF as of Q1 2017.

LBA Wealth Management held 3,301 shares of iShares Preferred and Income Securities ETF worth $128K as of Q1 2017.
LBA Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2017.
iShares Preferred and Income Securities ETF made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #129 holding.
LBA Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2014 and has held it in 11 quarters since.
LBA Wealth Management's iShares Preferred and Income Securities ETF position peaked at $308K in Q4 2015.
633 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.