Mader & Shannon Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mader & Shannon Wealth 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
2022 Q3	–	Sell	-578,013	Closed	-$19M	–	18
2022 Q2	$19M	Buy	+578,013	New	+$19.6M	11.36%	3
2017 Q4	–	Sell	-121,011	Closed	-$4.7M	–	31
2017 Q3	$4.7M	Buy	+121,011	New	+$4.71M	3.02%	11
2017 Q1	–	Sell	-413,313	Closed	-$15.4M	–	16
2016 Q4	$15.4M	Buy	413,313 +43,317	+12%	+$1.65M	12.79%	4
2016 Q3	$14.6M	Buy	+369,996	New	+$14.8M	11.11%	3
2016 Q2	–	Sell	-1,157,392	Closed	-$45.2M	–	10
2016 Q1	$45.2M	Buy	1,157,392 +793,586	+218%	+$30.3M	30.53%	1
2015 Q4	$14.1M	Sell	363,806 -22,794	-6%	-$887K	12.5%	3
2015 Q3	$14.9M	Buy	+386,600	New	+$15.1M	18.58%	2
2015 Q2	–	Sell	-592,959	Closed	-$23.8M	–	19
2015 Q1	$23.8M	Sell	592,959 -235,582	-28%	-$9.39M	15.96%	1
2014 Q4	$32.7M	Buy	+828,541	New	+$32.8M	22.01%	1
2014 Q3	–	Sell	-591,853	Closed	-$23.6M	–	23
2014 Q2	$23.6M	Buy	+591,853	New	+$23.3M	18.16%	1

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mader & Shannon Wealth Management's PFF Position: Q3 2022 in Review

Mader & Shannon Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2022, closing a stake of 578,013 shares — an estimated $19M sold.

Mader & Shannon Wealth Management first reported a position in PFF in Q2 2014 and held it in 10 quarters. The position peaked at $45.2M in Q1 2016. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

Mader & Shannon Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
Mader & Shannon Wealth Management sold 578,013 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $19M.
Mader & Shannon Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2014 and held it in 10 quarters.
Mader & Shannon Wealth Management's iShares Preferred and Income Securities ETF position peaked at $45.2M in Q1 2016.
950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.