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Mine & Arao Wealth Creation & Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q4 		– Sell
-6,942
Closed -$231K – 78
2024
Q3 		$231K Buy
6,942
+64
+0.9% +$2.06K 0.11% 72
2024
Q2 		$217K Buy
6,878
+69
+1% +$2.17K 0.11% 70
2024
Q1 		$219K Buy
6,809
+51
+0.8% +$1.63K 0.11% 70
2023
Q4 		$211K Buy
6,758
+109
+2% +$3.26K 0.11% 70
2023
Q3 		$200K Buy
6,649
+73
+1% +$2.23K 0.12% 70
2023
Q2 		$203K Buy
6,576
+80
+1% +$2.45K 0.12% 72
2023
Q1 		$203K Buy
6,496
+53
+0.8% +$1.7K 0.13% 68
2022
Q4 		$197K Sell
6,443
-1,549
-19% -$48.2K 0.15% 68
2022
Q3 		$253K Sell
7,992
-19
-0.2% -$637 0.19% 59
2022
Q2 		$263K Buy
8,011
+71
+0.9% +$2.4K 0.18% 60
2022
Q1 		$289K Buy
7,940
+37
+0.5% +$1.36K 0.17% 58
2021
Q4 		$312K Buy
7,903
+411
+5% +$16K 0.17% 57
2021
Q3 		$291K Buy
7,492
+80
+1% +$3.14K 0.17% 58
2021
Q2 		$292K Sell
7,412
-154
-2% -$5.96K 0.18% 58
2021
Q1 		$291K Buy
7,566
+59
+0.8% +$2.24K 0.19% 55
2020
Q4 		$289K Buy
7,507
+102
+1% +$3.81K 0.21% 52
2020
Q3 		$270K Buy
7,405
+99
+1% +$3.56K 0.22% 52
2020
Q2 		$253K Buy
7,306
+9
+0.1% +$307 0.24% 46
2020
Q1 		$232K Buy
7,297
+63
+0.9% +$2.26K 0.27% 46
2019
Q4 		$272K Buy
+7,234
New +$270K 0.26% 49

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's PFF Position: Q4 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 6,942 shares — an estimated $231K sold.

Mine & Arao Wealth Creation & Management first reported a position in PFF in Q4 2019 and held it in 20 quarters. The position peaked at $312K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 6,942 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $231K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 20 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Preferred and Income Securities ETF position peaked at $312K in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2024, filed 23 Jan 2025.