Mayflower Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mayflower Financial Advisors’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 Q2	–	Sell	-12,914	Closed	-$403K	–	367
2023 Q1	$403K	Buy	12,914 +935	+8%	+$30K	0.05%	234
2022 Q4	$366K	Buy	11,979 +326	+3%	+$10.1K	0.05%	239
2022 Q3	$369K	Buy	11,653 +959	+9%	+$32.1K	0.06%	227
2022 Q2	$352K	Buy	10,694 +4,162	+64%	+$141K	0.05%	230
2022 Q1	$238K	Sell	6,532 -727	-10%	-$26.7K	0.03%	302
2021 Q4	$286K	Sell	7,259 -873	-11%	-$33.9K	0.04%	274
2021 Q3	$317K	Buy	8,132 +574	+8%	+$22.5K	0.04%	252
2021 Q2	$297K	Buy	7,558 +1,003	+15%	+$38.9K	0.04%	247
2021 Q1	$252K	Sell	6,555 -664	-9%	-$25.2K	0.04%	254
2020 Q4	$278K	Buy	+7,219	New	+$270K	0.05%	218

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mayflower Financial Advisors's PFF Position: Q2 2023 in Review

Mayflower Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 12,914 shares — an estimated $403K sold.

Mayflower Financial Advisors first reported a position in PFF in Q4 2020 and held it in 10 quarters. The position peaked at $403K in Q1 2023. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

Mayflower Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 12,914 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $403K.
Mayflower Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 10 quarters.
Mayflower Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $403K in Q1 2023.
960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Mayflower Financial Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.