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

Mattern 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 Q1	–	Sell	-11,687	Closed	-$461K	–	171
2021 Q4	$461K	Sell	11,687 -6,494	-36%	-$252K	0.14%	114
2021 Q3	$706K	Buy	18,181 +3	+0%	+$118	0.24%	91
2021 Q2	$710K	Buy	18,178 +5,437	+43%	+$211K	0.23%	93
2021 Q1	$489K	Buy	12,741 +3	+0%	+$114	0.17%	108
2020 Q4	$491K	Buy	12,738 +841	+7%	+$31.4K	0.19%	108
2020 Q3	$434K	Sell	11,897 -1,162	-9%	-$41.8K	0.19%	105
2020 Q2	$452K	Sell	13,059 -5,589	-30%	-$190K	0.22%	96
2020 Q1	$594K	Sell	18,648 -5,747	-24%	-$206K	0.43%	73
2019 Q4	$917K	Buy	+24,395	New	+$910K	0.55%	70

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

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

Mattern Wealth Management's PFF Position: Q1 2022 in Review

Mattern Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 11,687 shares — an estimated $461K sold.

Mattern Wealth Management first reported a position in PFF in Q4 2019 and held it in 9 quarters. The position peaked at $917K in Q4 2019. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Mattern Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
Mattern Wealth Management sold 11,687 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $461K.
Mattern Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 9 quarters.
Mattern Wealth Management's iShares Preferred and Income Securities ETF position peaked at $917K in Q4 2019.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.