Matthew Hamilton Rosenberg’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$992K	Sell	32,734 -104	-0.3%	-$3.26K	0.2%	54
2025 Q4	$1.02M	Buy	32,838 +195	+0.6%	+$6.07K	0.21%	50
2025 Q3	$1.03M	Buy	32,643 +1,421	+5%	+$44.7K	0.22%	47
2025 Q2	$958K	Sell	31,222 -611	-2%	-$18.4K	0.22%	44
2025 Q1	$978K	Buy	31,833 +1,024	+3%	+$32.3K	0.25%	44
2024 Q4	$969K	Buy	30,809 +3,660	+13%	+$120K	0.25%	44
2024 Q3	$902K	Buy	27,149 +950	+4%	+$30.6K	0.24%	45
2024 Q2	$819K	Sell	26,199 -764	-3%	-$24K	0.24%	46
2024 Q1	$866K	Buy	26,963 +709	+3%	+$22.6K	0.25%	44
2023 Q4	$819K	Sell	26,254 -595	-2%	-$17.8K	0.25%	42
2023 Q3	$809K	Sell	26,849 -2,726	-9%	-$83.3K	0.27%	41
2023 Q2	$915K	Buy	29,575 +18,059	+157%	+$553K	0.31%	38
2023 Q1	$360K	Sell	11,516 -1,570	-12%	-$50.4K	0.12%	101
2022 Q4	$400K	Sell	13,086 -2,584	-16%	-$80.4K	0.14%	90
2022 Q3	$496K	Sell	15,670 -5,348	-25%	-$179K	0.19%	65
2022 Q2	$694K	Buy	21,018 +3,795	+22%	+$128K	0.26%	48
2022 Q1	$627K	Sell	17,223 -6,152	-26%	-$226K	0.22%	60
2021 Q4	$922K	Buy	23,375 +16,316	+231%	+$634K	0.33%	44
2021 Q3	$274K	Buy	7,059 +89	+1%	+$3.49K	0.11%	118
2021 Q2	$274K	Buy	6,970 +4	+0.1%	+$155	0.14%	92
2021 Q1	$268K	Buy	6,966 +485	+7%	+$18.4K	0.15%	86
2020 Q4	$250K	Sell	6,481 -635	-9%	-$23.7K	0.16%	77
2020 Q3	$259K	Sell	7,116 -570	-7%	-$20.5K	0.19%	67
2020 Q2	$266K	Sell	7,686 -723	-9%	-$24.6K	0.21%	59
2020 Q1	$268K	Buy	+8,409	New	+$302K	0.27%	43