McClarren Financial Advisors’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
2025 Q1	–	Sell	-5,154	Closed	-$162K	–	344
2024 Q4	$162K	Buy	+5,154	New	+$168K	0.45%	38
2024 Q3	–	Sell	-31	Closed	-$81K	–	324
2024 Q2	$81K	Sell	31 -2,513	-99%	-$79.1K	0.06%	115
2024 Q1	$82K	Sell	2,544 -1,798	-41%	-$57.3K	0.06%	112
2023 Q4	$135K	Buy	4,342 +100	+2%	+$2.99K	0.1%	88
2023 Q3	$127K	Buy	4,242 +64	+2%	+$1.96K	0.11%	86
2023 Q2	$129K	Buy	4,178 +71	+2%	+$2.17K	0.11%	88
2023 Q1	$128K	Buy	4,107 +46	+1%	+$1.48K	0.12%	85
2022 Q4	$123K	Buy	4,061 +97	+2%	+$3.02K	0.12%	89
2022 Q3	$125K	Buy	+3,964	New	+$133K	0.12%	80
2022 Q2	–	Sell	-3,866	Closed	-$140K	–	197
2022 Q1	$140K	Buy	3,866 +24	+0.6%	+$882	0.1%	73
2021 Q4	$152K	Buy	3,842 +53	+1%	+$2.06K	0.1%	72
2021 Q3	$147K	Buy	3,789 +43	+1%	+$1.69K	0.11%	65
2021 Q2	$147K	Buy	3,746 +45	+1%	+$1.74K	0.12%	63
2021 Q1	$142K	Buy	3,701 +29	+0.8%	+$1.1K	0.13%	66
2020 Q4	$141K	Buy	+3,672	New	+$137K	0.14%	63