Lloyd Park’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
2022
Q3
$283K Buy
8,952
+85
+1% +$2.85K 0.35% 62
2022
Q2
$292K Buy
+8,867
New +$300K 0.31% 62
2022
Q1
Sell
-9,296
Closed -$367K 88
2021
Q4
$367K Buy
+9,296
New +$361K 0.21% 82

Other funds holding PFF

Lloyd Park's PFF Position: Q3 2022 in Review

Lloyd Park increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.96% in Q3 2022, buying an estimated $2.85K and bringing the position to 8,952 shares worth $283K. The position accounts for 0.35% of the portfolio, ranked #62.

Lloyd Park first reported a position in PFF in Q4 2021 and has held it in 3 quarters since. The position peaked at $367K in Q4 2021. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

  • Lloyd Park held 8,952 shares of iShares Preferred and Income Securities ETF worth $283K as of Q3 2022.
  • Lloyd Park bought 85 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $2.85K.
  • iShares Preferred and Income Securities ETF made up 0.35% of Lloyd Park's portfolio in Q3 2022, its #62 holding.
  • Lloyd Park first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 3 quarters since.
  • Lloyd Park's iShares Preferred and Income Securities ETF position peaked at $367K in Q4 2021.
  • 950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.