McLean Asset Management’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
2022
Q2
Sell
-5,727
Closed -$209K 139
2022
Q1
$209K Hold
5,727
0.15% 120
2021
Q4
$223K Hold
5,727
0.09% 122
2021
Q3
$225K Buy
+5,727
New +$225K 0.09% 124

Other funds holding PFF

McLean Asset Management's PFF Position: Q2 2022 in Review

McLean Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 5,727 shares — an estimated $209K sold.

McLean Asset Management first reported a position in PFF in Q3 2021 and held it in 3 quarters. The position peaked at $225K in Q3 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • McLean Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • McLean Asset Management sold 5,727 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $209K.
  • McLean Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2021 and held it in 3 quarters.
  • McLean Asset Management's iShares Preferred and Income Securities ETF position peaked at $225K in Q3 2021.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on McLean Asset Management's 13F filing for Q2 2022, filed 7 Jul 2022.