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Macroview Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Macroview Investment Management’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-335
Closed -$10.1K – 787
2023
Q3 		$10.1K Sell
335
-57
-15% -$1.74K 0.01% 261
2023
Q2 		$12.1K Sell
392
-36
-8% -$1.1K 0.02% 199
2023
Q1 		$13.3K Sell
428
-1,888
-82% -$60.6K 0.02% 165
2022
Q4 		$70.7K Buy
2,316
+13
+0.6% +$404 0.12% 77
2022
Q3 		$73K Sell
2,303
-3,947
-63% -$132K 0.13% 71
2022
Q2 		$206K Sell
6,250
-4,244
-40% -$144K 0.34% 47
2022
Q1 		$382K Sell
10,494
-37,601
-78% -$1.38M 0.55% 41
2021
Q4 		$1.9M Buy
48,095
+1,708
+4% +$66.4K 2.42% 13
2021
Q3 		$1.8M Buy
46,387
+4,502
+11% +$177K 2.33% 15
2021
Q2 		$1.65M Buy
41,885
+1,030
+3% +$39.9K 2.21% 17
2021
Q1 		$1.57M Sell
40,855
-410
-1% -$15.6K 2.25% 16
2020
Q4 		$1.59M Buy
41,265
+636
+2% +$23.8K 2.36% 14
2020
Q3 		$1.48M Buy
40,629
+816
+2% +$29.4K 2.53% 12
2020
Q2 		$1.38M Buy
39,813
+1,836
+5% +$62.6K 2.92% 9
2020
Q1 		$1.21M Buy
+37,977
New +$1.36M 2.59% 12
2018
Q4 		– Sell
-50
Closed -$2K – 368
2018
Q3 		$2K Buy
+50
New +$1.88K 0.01% 286

Other funds holding PFF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macroview Investment Management's PFF Position: Q4 2023 in Review

Macroview Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 335 shares — an estimated $10.1K sold.

Macroview Investment Management first reported a position in PFF in Q3 2018 and held it in 16 quarters. The position peaked at $1.9M in Q4 2021. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

  • Macroview Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 335 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $10.1K.
  • Macroview Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2018 and held it in 16 quarters.
  • Macroview Investment Management's iShares Preferred and Income Securities ETF position peaked at $1.9M in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.