Milestone Advisory Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Milestone Advisory Partners’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	–	Sell	-7,400	Closed	-$291K	–	89
2021 Q2	$291K	Hold	7,400	–	–	0.15%	69
2021 Q1	$284K	Hold	7,400	–	–	0.15%	60
2020 Q4	$285K	Hold	7,400	–	–	0.16%	50
2020 Q3	$270K	Hold	7,400	–	–	0.17%	45
2020 Q2	$256K	Hold	7,400	–	–	0.15%	45
2020 Q1	$236K	Hold	7,400	–	–	0.16%	37
2019 Q4	$278K	Hold	7,400	–	–	0.15%	49
2019 Q3	$278K	Hold	7,400	–	–	0.16%	46
2019 Q2	$273K	Hold	7,400	–	–	0.17%	46
2019 Q1	$270K	Hold	7,400	–	–	0.17%	43
2018 Q4	$251K	Hold	7,400	–	–	0.22%	36
2018 Q3	$275K	Hold	7,400	–	–	0.2%	41
2018 Q2	$279K	Hold	7,400	–	–	0.21%	38
2018 Q1	$278K	Buy	+7,400	New	+$278K	0.21%	39

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

Milestone Advisory Partners's PFF Position: Q3 2021 in Review

Milestone Advisory Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2021, closing a stake of 7,400 shares — an estimated $291K sold.

Milestone Advisory Partners first reported a position in PFF in Q1 2018 and held it in 14 quarters. The position peaked at $291K in Q2 2021. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

Milestone Advisory Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2021 after selling out during the quarter.
Milestone Advisory Partners sold 7,400 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $291K.
Milestone Advisory Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and held it in 14 quarters.
Milestone Advisory Partners's iShares Preferred and Income Securities ETF position peaked at $291K in Q2 2021.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Milestone Advisory Partners's 13F filing for Q3 2021, filed 9 Nov 2021.