Lineweaver Wealth 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	–	Sell	-20,293	Closed	-$623K	–	174
2025 Q2	$623K	Hold	20,293	–	–	0.1%	114
2025 Q1	$624K	Hold	20,293	–	–	0.11%	104
2024 Q4	$638K	Sell	20,293 -2,149	-10%	-$70.2K	0.12%	100
2024 Q3	$746K	Hold	22,442	–	–	0.14%	94
2024 Q2	$708K	Sell	22,442 -630	-3%	-$19.8K	0.15%	96
2024 Q1	$744K	Hold	23,072	–	–	0.18%	89
2023 Q4	$720K	Sell	23,072 -1,274	-5%	-$38.1K	0.19%	87
2023 Q3	$734K	Sell	24,346 -10	-0%	-$306	0.21%	75
2023 Q2	$753K	Buy	24,356 +450	+2%	+$13.8K	0.21%	73
2023 Q1	$746K	Buy	23,906 +6	+0%	+$193	0.23%	77
2022 Q4	$730K	Sell	23,900 -381	-2%	-$11.9K	0.22%	78
2022 Q3	$768K	Buy	24,281 +63	+0.3%	+$2.11K	0.25%	70
2022 Q2	$796K	Sell	24,218 -715	-3%	-$24.2K	0.26%	67
2022 Q1	$908K	Sell	24,933 -50	-0.2%	-$1.84K	0.26%	67
2021 Q4	$985K	Sell	24,983 -10,678	-30%	-$415K	0.28%	56
2021 Q3	$1.38M	Sell	35,661 -11,529	-24%	-$452K	0.42%	42
2021 Q2	$1.86M	Buy	47,190 +6	+0%	+$232	0.61%	32
2021 Q1	$1.81M	Sell	47,184 -6,487	-12%	-$246K	0.64%	30
2020 Q4	$2.07M	Buy	53,671 +485	+0.9%	+$18.1K	0.81%	27
2020 Q3	$1.94M	Sell	53,186 -4,986	-9%	-$179K	0.87%	27
2020 Q2	$2.02M	Buy	58,172 +746	+1%	+$25.4K	1.02%	23
2020 Q1	$1.83M	Buy	57,426 +374	+0.7%	+$13.4K	1.15%	23
2019 Q4	$2.14M	Buy	+57,052	New	+$2.13M	1.21%	20