Mascoma Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mascoma 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
2023 Q4	–	Sell	-260	Closed	-$7.84K	–	501
2023 Q3	$7.84K	Sell	260 -247	-49%	-$7.55K	﹤0.01%	341
2023 Q2	$15.6K	Hold	507	–	–	﹤0.01%	287
2023 Q1	$15.9K	Hold	507	–	–	﹤0.01%	363
2022 Q4	$15.5K	Sell	507 -25	-5%	-$778	﹤0.01%	364
2022 Q3	$17K	Hold	532	–	–	0.01%	343
2022 Q2	$17K	Hold	532	–	–	0.01%	359
2022 Q1	$19K	Hold	532	–	–	0.01%	377
2021 Q4	$21K	Hold	532	–	–	0.01%	327
2021 Q3	$21K	Buy	+532	New	+$20.9K	0.01%	291
2021 Q2	–	Sell	-532	Closed	-$20K	–	352
2021 Q1	$20K	Buy	+532	New	+$20.2K	0.01%	293
2019 Q3	–	Sell	-2,145	Closed	-$79K	–	267
2019 Q2	$79K	Hold	2,145	–	–	0.05%	129
2019 Q1	$78K	Hold	2,145	–	–	0.05%	122
2018 Q4	$73K	Sell	2,145 -1,000	-32%	-$35.4K	0.06%	122
2018 Q3	$117K	Buy	3,145 +2,145	+215%	+$80.5K	0.08%	112
2018 Q2	$38K	Hold	1,000	–	–	0.03%	172
2018 Q1	$38K	Hold	1,000	–	–	0.03%	166
2017 Q4	$37K	Hold	1,000	–	–	0.02%	163
2017 Q3	$39K	Hold	1,000	–	–	0.03%	166
2017 Q2	$39K	Hold	1,000	–	–	0.03%	173
2017 Q1	$39K	Hold	1,000	–	–	0.03%	160
2016 Q4	$37K	Buy	+1,000	New	+$38K	0.03%	167

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mascoma Wealth Management's PFF Position: Q4 2023 in Review

Mascoma Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 260 shares — an estimated $7.84K sold.

Mascoma Wealth Management first reported a position in PFF in Q4 2016 and held it in 21 quarters. The position peaked at $117K in Q3 2018. 1,033 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Mascoma Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 260 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $7.84K.
Mascoma Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 21 quarters.
Mascoma Wealth Management's iShares Preferred and Income Securities ETF position peaked at $117K in Q3 2018.
1,033 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.