Mather Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mather Group’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
2021 Q1	–	Sell	-5,258	Closed	-$202K	–	279
2020 Q4	$202K	Sell	5,258 -13,797	-72%	-$516K	0.01%	239
2020 Q3	$695K	Sell	19,055 -9,168	-32%	-$330K	0.03%	110
2020 Q2	$978K	Buy	+28,223	New	+$962K	0.04%	90

Other funds holding PFF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Mather Group's PFF Position: Q1 2021 in Review

Mather Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 5,258 shares — an estimated $202K sold.

Mather Group first reported a position in PFF in Q2 2020 and held it in 3 quarters. The position peaked at $978K in Q2 2020. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

Mather Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
Mather Group sold 5,258 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $202K.
Mather Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and held it in 3 quarters.
Mather Group's iShares Preferred and Income Securities ETF position peaked at $978K in Q2 2020.
953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Mather Group's 13F filing for Q1 2021, filed 14 May 2021.