Lowe 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	$4.74K	Hold	150	–	–	﹤0.01%	290
2025 Q2	$4.6K	Hold	150	–	–	﹤0.01%	290
2025 Q1	$4.61K	Buy	+150	New	+$4.73K	﹤0.01%	292
2023 Q1	–	Sell	-850	Closed	-$26K	–	357
2022 Q4	$26K	Hold	850	–	–	0.01%	141
2022 Q3	$27K	Sell	850 -275	-24%	-$9.22K	0.02%	132
2022 Q2	$37K	Hold	1,125	–	–	0.02%	109
2022 Q1	$41K	Hold	1,125	–	–	0.02%	114
2021 Q4	$44K	Hold	1,125	–	–	0.02%	108
2021 Q3	$44K	Hold	1,125	–	–	0.02%	99
2021 Q2	$44K	Hold	1,125	–	–	0.02%	98
2021 Q1	$43K	Hold	1,125	–	–	0.02%	96
2020 Q4	$43K	Buy	+1,125	New	+$42K	0.02%	93
2016 Q4	–	Sell	-80	Closed	-$3K	–	246
2016 Q3	$3K	Hold	80	–	–	﹤0.01%	192
2016 Q2	$3K	Hold	80	–	–	﹤0.01%	187
2016 Q1	$3K	Hold	80	–	–	﹤0.01%	176
2015 Q4	$3K	Hold	80	–	–	﹤0.01%	187
2015 Q3	$3K	Sell	80 -1,310	-94%	-$51.2K	﹤0.01%	184
2015 Q2	$54K	Hold	1,390	–	–	0.04%	69
2015 Q1	$56K	Hold	1,390	–	–	0.04%	66
2014 Q4	$55K	Buy	+1,390	New	+$55K	0.04%	63