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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$398K	Buy	12,978 +1,445	+13%	+$44.3K	0.13%	149
2025 Q1	$354K	Buy	11,533 +1,000	+9%	+$30.7K	0.13%	154
2024 Q4	$331K	Buy	10,533 +5,383	+105%	+$169K	0.1%	149
2024 Q3	$171K	Buy	5,150 +4,150	+415%	+$138K	0.06%	192
2024 Q2	$32K	Buy	+1,000	New	+$32K	0.01%	241