MAM
PFF icon

Milestone Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Milestone Asset 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
2023
Q2 		– Sell
-23,210
Closed -$725K – 74
2023
Q1 		$725K Sell
23,210
-891
-4% -$28.6K 0.41% 32
2022
Q4 		$800K Buy
+24,101
New +$750K 0.48% 23

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Milestone Asset Management's PFF Position: Q2 2023 in Review

Milestone Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 23,210 shares — an estimated $725K sold.

Milestone Asset Management first reported a position in PFF in Q4 2022 and held it in 2 quarters. The position peaked at $800K in Q4 2022. 961 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Milestone Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Asset Management sold 23,210 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $725K.
  • Milestone Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 2 quarters.
  • Milestone Asset Management's iShares Preferred and Income Securities ETF position peaked at $800K in Q4 2022.
  • 961 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Milestone Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.