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

Liberty 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
2023 Q2	–	Sell	-12,494	Closed	-$384K	–	220
2023 Q1	$384K	Buy	+12,494	New	+$401K	0.08%	144
2022 Q3	–	Sell	-6,138	Closed	-$201K	–	156
2022 Q2	$201K	Buy	+6,138	New	+$208K	0.08%	139
2021 Q4	–	Sell	-5,669	Closed	-$220K	–	147
2021 Q3	$220K	Buy	5,669 +19	+0.3%	+$745	0.08%	151
2021 Q2	$222K	Sell	5,650 -24	-0.4%	-$930	0.09%	121
2021 Q1	$215K	Hold	5,674	–	–	0.11%	102
2020 Q4	$215K	Buy	5,674 +22	+0.4%	+$822	0.11%	101
2020 Q3	$206K	Buy	5,652 +22	+0.4%	+$792	0.12%	92
2020 Q2	$190K	Buy	5,630 +25	+0.4%	+$852	0.13%	94
2020 Q1	$178K	Buy	5,605 +13	+0.2%	+$466	0.16%	97
2019 Q4	$210K	Buy	5,592 +27	+0.5%	+$1.01K	0.17%	100
2019 Q3	$209K	Buy	5,565 +304	+6%	+$11.3K	0.2%	92
2019 Q2	$194K	Buy	5,261 +975	+23%	+$35.7K	0.17%	107
2019 Q1	$156K	Buy	4,286 +14	+0.3%	+$503	0.12%	100
2018 Q4	$146K	Buy	+4,272	New	+$151K	0.11%	101

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Liberty Wealth Management's PFF Position: Q2 2023 in Review

Liberty Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 12,494 shares — an estimated $384K sold.

Liberty Wealth Management first reported a position in PFF in Q4 2018 and held it in 14 quarters. The position peaked at $384K in Q1 2023. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

Liberty Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 12,494 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $384K.
Liberty Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 14 quarters.
Liberty Wealth Management's iShares Preferred and Income Securities ETF position peaked at $384K in Q1 2023.
960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.