Lehman & Derafelo Financial Resources’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-800	Closed	-$25K	–	163
2022 Q3	$25K	Hold	800	–	–	0.01%	143
2022 Q2	$26K	Buy	+800	New	+$27.1K	0.01%	145
2021 Q4	–	Sell	-800	Closed	-$31K	–	160
2021 Q3	$31K	Sell	800 -1	-0.1%	-$39	0.01%	143
2021 Q2	$32K	Hold	801	–	–	0.01%	165
2021 Q1	$31K	Hold	801	–	–	0.01%	163
2020 Q4	$31K	Hold	801	–	–	0.01%	161
2020 Q3	$29K	Hold	801	–	–	0.01%	190
2020 Q2	$28K	Buy	801 +83	+12%	+$2.83K	0.01%	181
2020 Q1	$23K	Buy	718 +600	+508%	+$21.5K	0.01%	134
2019 Q4	$4K	Hold	118	–	–	﹤0.01%	191
2019 Q3	$4K	Hold	118	–	–	﹤0.01%	179
2019 Q2	$4K	Hold	118	–	–	﹤0.01%	172
2019 Q1	$4K	Buy	+118	New	+$4.24K	﹤0.01%	171

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lehman & Derafelo Financial Resources's PFF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 800 shares — an estimated $25K sold.

Lehman & Derafelo Financial Resources first reported a position in PFF in Q1 2019 and held it in 13 quarters. The position peaked at $32K in Q2 2021. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 800 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $25K.
Lehman & Derafelo Financial Resources first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 13 quarters.
Lehman & Derafelo Financial Resources's iShares Preferred and Income Securities ETF position peaked at $32K in Q2 2021.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.