LBMC Investment Advisors’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
Q3 | $384K | Sell |
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|
2025
Q2 | $494K | Sell |
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|
2025
Q1 | $704K | Hold |
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|
2024
Q4 | $720K | Sell |
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|
2024
Q3 | $780K | Hold |
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|
2024
Q2 | $741K | Hold |
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|
2024
Q1 | $757K | Hold |
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|
2023
Q4 | $732K | Hold |
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|
2023
Q3 | $682K | Hold |
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|
2023
Q2 | $726K | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $733K | Sell |
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|
2022
Q3 | $1.33M | Hold |
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|
2022
Q2 | $1.39M | Hold |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.63K | Sell |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.55M | Sell |
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|
2020
Q2 | $1.64M | Sell |
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|
2020
Q1 | $1.53M | Buy |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q2 | $1.77M | Buy |
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|
2019
Q1 | $1.75M | Buy |
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|
2018
Q4 | $1.64M | Sell |
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|
2018
Q3 | $1.8M | Sell |
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|
2018
Q2 | $1.92M | Buy |
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|
2018
Q1 | $1.9M | Buy |
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|
2017
Q4 | $1.92M | Buy |
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|
2017
Q3 | $1.95M | Buy |
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|
2017
Q2 | $1.27M | Sell |
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|
2017
Q1 | $1.27M | Buy |
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|
2016
Q4 | $1.07M | Sell |
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|
2016
Q3 | $1.19M | Sell |
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|
2016
Q2 | $1.28M | Buy |
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|
2016
Q1 | $580K | Buy |
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|
2015
Q4 | $548K | Buy |
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|
2015
Q3 | $539K | Buy |
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|
2015
Q2 | $540K | Buy |
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|
2015
Q1 | $423K | Buy |
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|
2014
Q4 | $407K | Buy |
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|
2014
Q3 | $405K | Buy |
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|
2014
Q2 | $406K | Buy |
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|
2014
Q1 | $395K | Sell |
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|
2013
Q4 | $425K | Sell |
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|
2013
Q3 | $534K | Buy |
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|
2013
Q2 | $527K | Buy |
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