Mid Atlantic Financial Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$3.75M	Buy	96,636 +17,601	+22%	+$690K	0.25%	84
2021 Q2	$3.11M	Buy	79,035 +7,071	+10%	+$274K	0.21%	104
2021 Q1	$2.76M	Sell	71,964 -204	-0.3%	-$7.74K	0.2%	110
2020 Q4	$2.78M	Buy	72,168 +3,966	+6%	+$148K	0.21%	105
2020 Q3	$2.54M	Sell	68,202 -49	-0.1%	-$1.76K	0.22%	100
2020 Q2	$2.36M	Sell	68,251 -159,897	-70%	-$5.45M	0.23%	96
2020 Q1	$7.26M	Sell	228,148 -29,078	-11%	-$1.04M	0.83%	18
2019 Q4	$9.67M	Buy	257,226 +3,322	+1%	+$124K	0.9%	17
2019 Q3	$9.53M	Buy	253,904 +37,954	+18%	+$1.41M	1.02%	16
2019 Q2	$7.96M	Sell	215,950 -21,730	-9%	-$796K	0.83%	19
2019 Q1	$8.69M	Sell	237,680 -63,328	-21%	-$2.28M	0.95%	18
2018 Q4	$10.3M	Buy	+301,008	New	+$10.7M	1.28%	10

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mid Atlantic Financial Management's PFF Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 22% in Q3 2021, buying an estimated $690K and bringing the position to 96,636 shares worth $3.75M. The position accounts for 0.25% of the portfolio, ranked #84.

Mid Atlantic Financial Management first reported a position in PFF in Q4 2018 and has held it in 12 quarters since. The position peaked at $10.3M in Q4 2018. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

Mid Atlantic Financial Management held 96,636 shares of iShares Preferred and Income Securities ETF worth $3.75M as of Q3 2021.
Mid Atlantic Financial Management bought 17,601 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $690K.
iShares Preferred and Income Securities ETF made up 0.25% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #84 holding.
Mid Atlantic Financial Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares Preferred and Income Securities ETF position peaked at $10.3M in Q4 2018.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.