Lionsbridge Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,637
| Closed | -$911K | – | 68 |
|
|
2025
Q1 | $911K | Sell |
29,637
-3,235
| -10% | -$99.4K | 0.81% | 40 |
|
|
2024
Q4 | $1.03M | Sell |
32,872
-1,545
| -4% | -$48.6K | 0.87% | 40 |
|
|
2024
Q3 | $1.14M | Sell |
34,417
-565
| -2% | -$18.8K | 0.9% | 37 |
|
|
2024
Q2 | $1.1M | Sell |
34,982
-507
| -1% | -$16K | 0.88% | 37 |
|
|
2024
Q1 | $1.14M | Sell |
35,489
-832
| -2% | -$26.8K | 0.88% | 36 |
|
|
2023
Q4 | $1.13M | Buy |
+36,321
| New | +$1.13M | 0.91% | 39 |
|