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Marshall & Sullivan’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Marshall & Sullivan’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
-83
Closed -$2K – 76
2022
Q2 		$2K Buy
+83
New +$2.81K ﹤0.01% 87

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall & Sullivan's PFF Position: Q3 2022 in Review

Marshall & Sullivan sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2022, closing a stake of 83 shares — an estimated $2K sold.

Marshall & Sullivan first reported a position in PFF in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

  • Marshall & Sullivan reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
  • Marshall & Sullivan sold 83 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $2K.
  • Marshall & Sullivan first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 1 quarter.
  • Marshall & Sullivan's iShares Preferred and Income Securities ETF position peaked at $2K in Q2 2022.
  • 950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.