Michelson Medical Research Foundation’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Michelson Medical Research Foundation’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
2024 Q2	–	Sell	-81,970	Closed	-$2.64M	–	31
2024 Q1	$2.64M	Hold	81,970	–	–	1.6%	19
2023 Q4	$2.56M	Hold	81,970	–	–	1.69%	20
2023 Q3	$2.47M	Hold	81,970	–	–	1.67%	18
2023 Q2	$2.54M	Hold	81,970	–	–	1.8%	16
2023 Q1	$2.56M	Hold	81,970	–	–	2.01%	13
2022 Q4	$2.5M	Buy	+81,970	New	+$2.55M	1.62%	18

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Michelson Medical Research Foundation's PFF Position: Q2 2024 in Review

Michelson Medical Research Foundation sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 81,970 shares — an estimated $2.64M sold.

Michelson Medical Research Foundation first reported a position in PFF in Q4 2022 and held it in 6 quarters. The position peaked at $2.64M in Q1 2024. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Michelson Medical Research Foundation reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Michelson Medical Research Foundation sold 81,970 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $2.64M.
Michelson Medical Research Foundation first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 6 quarters.
Michelson Medical Research Foundation's iShares Preferred and Income Securities ETF position peaked at $2.64M in Q1 2024.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2024, filed 14 Aug 2024.