MinichMacGregor Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

MinichMacGregor Wealth 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 Q1	–	Sell	-162	Closed	-$4.95K	–	479
2022 Q4	$4.95K	Buy	+162	New	+$5.04K	﹤0.01%	485
2022 Q1	–	Sell	-229,012	Closed	-$9.03M	–	99
2021 Q4	$9.03M	Buy	229,012 +5,161	+2%	+$201K	2.75%	16
2021 Q3	$8.69M	Buy	223,851 +9,580	+4%	+$376K	2.92%	16
2021 Q2	$8.43M	Buy	+214,271	New	+$8.3M	2.95%	16
2017 Q4	–	Sell	-152	Closed	-$5K	–	517
2017 Q3	$5K	Buy	+152	New	+$5.92K	﹤0.01%	352

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MinichMacGregor Wealth Management's PFF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 162 shares — an estimated $4.95K sold.

MinichMacGregor Wealth Management first reported a position in PFF in Q3 2017 and held it in 5 quarters. The position peaked at $9.03M in Q4 2021. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 162 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $4.95K.
MinichMacGregor Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and held it in 5 quarters.
MinichMacGregor Wealth Management's iShares Preferred and Income Securities ETF position peaked at $9.03M in Q4 2021.
951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.