MGO Private Wealth’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
2023
Q2
Sell
-27,579
Closed -$861K 75
2023
Q1
$861K Sell
27,579
-874
-3% -$28.1K 0.67% 34
2022
Q4
$869K Buy
+28,453
New +$885K 0.4% 53

Other funds holding PFF

MGO Private Wealth's PFF Position: Q2 2023 in Review

MGO Private Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 27,579 shares — an estimated $861K sold.

MGO Private Wealth first reported a position in PFF in Q4 2022 and held it in 2 quarters. The position peaked at $869K in Q4 2022. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • MGO Private Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • MGO Private Wealth sold 27,579 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $861K.
  • MGO Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 2 quarters.
  • MGO Private Wealth's iShares Preferred and Income Securities ETF position peaked at $869K in Q4 2022.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on MGO Private Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.