LPAM
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Lodestar Private Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$978K Sell
31,869
-2,855
-8% -$87.6K 0.11% 99
2025
Q1
$1.07M Buy
34,724
+1,729
+5% +$53.1K 0.13% 96
2024
Q4
$1.04M Buy
32,995
+2,797
+9% +$87.9K 0.13% 94
2024
Q3
$1M Sell
30,198
-1,503
-5% -$49.9K 0.13% 97
2024
Q2
$1M Buy
31,701
+21
+0.1% +$663 0.14% 95
2024
Q1
$1.02M Sell
31,680
-96
-0.3% -$3.09K 0.15% 97
2023
Q4
$991K Sell
31,776
-2,689
-8% -$83.9K 0.15% 91
2023
Q3
$1.04M Buy
34,465
+11,017
+47% +$332K 0.18% 86
2023
Q2
$725K Sell
23,448
-12,043
-34% -$372K 0.12% 104
2023
Q1
$1.11M Sell
35,491
-2,917
-8% -$91.1K 0.2% 83
2022
Q4
$1.17M Buy
+38,408
New +$1.17M 0.22% 78