Legacy Financial Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Legacy Financial Strategies’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
2024 Q2	–	Sell	-7,787	Closed	-$251K	–	104
2024 Q1	$251K	Buy	7,787 +252	+3%	+$8.03K	0.06%	78
2023 Q4	$235K	Hold	7,535	–	–	0.07%	73
2023 Q3	$224K	Hold	7,535	–	–	0.07%	68
2023 Q2	$233K	Hold	7,535	–	–	0.08%	68
2023 Q1	$235K	Buy	7,535 +71	+1%	+$2.28K	0.09%	66
2022 Q4	$228K	Hold	7,464	–	–	0.09%	66
2022 Q3	$236K	Hold	7,464	–	–	0.11%	57
2022 Q2	$245K	Hold	7,464	–	–	0.12%	58
2022 Q1	$272K	Buy	+7,464	New	+$274K	0.12%	58
2018 Q3	–	Sell	-5,763	Closed	-$217K	–	69
2018 Q2	$217K	Buy	+5,763	New	+$215K	0.19%	84

Other funds holding PFF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Legacy Financial Strategies's PFF Position: Q2 2024 in Review

Legacy Financial Strategies sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 7,787 shares — an estimated $251K sold.

Legacy Financial Strategies first reported a position in PFF in Q2 2018 and held it in 10 quarters. The position peaked at $272K in Q1 2022. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Legacy Financial Strategies reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Legacy Financial Strategies sold 7,787 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $251K.
Legacy Financial Strategies first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and held it in 10 quarters.
Legacy Financial Strategies's iShares Preferred and Income Securities ETF position peaked at $272K in Q1 2022.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Legacy Financial Strategies's 13F filing for Q2 2024, filed 10 Jul 2024.