LJI 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
$402K Buy
13,105
+4,420
+51% +$136K 0.07% 116
2025
Q1
$267K Sell
8,685
-330
-4% -$10.1K 0.05% 144
2024
Q4
$283K Sell
9,015
-11,602
-56% -$365K 0.06% 137
2024
Q3
$685K Buy
20,617
+1,485
+8% +$49.3K 0.14% 76
2024
Q2
$604K Sell
19,132
-117
-0.6% -$3.69K 0.13% 78
2024
Q1
$620K Buy
19,249
+553
+3% +$17.8K 0.16% 66
2023
Q4
$583K Buy
18,696
+4,373
+31% +$136K 0.15% 75
2023
Q3
$432K Buy
14,323
+2,067
+17% +$62.3K 0.12% 89
2023
Q2
$379K Buy
12,256
+5,484
+81% +$170K 0.11% 94
2023
Q1
$211K Buy
+6,772
New +$211K 0.07% 144