Mission Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
18,697
-6,812
| -27% | -$209K | 0.01% | 421 |
|
|
2025
Q1 | $784K | Buy |
25,509
+10,337
| +68% | +$318K | 0.02% | 333 |
|
|
2024
Q4 | $477K | Sell |
15,172
-206
| -1% | -$6.48K | 0.01% | 420 |
|
|
2024
Q3 | $511K | Sell |
15,378
-4,780
| -24% | -$159K | 0.01% | 410 |
|
|
2024
Q2 | $636K | Buy |
20,158
+459
| +2% | +$14.5K | 0.02% | 340 |
|
|
2024
Q1 | $635K | Sell |
19,699
-559
| -3% | -$18K | 0.02% | 355 |
|
|
2023
Q4 | $632K | Sell |
20,258
-4,362
| -18% | -$136K | 0.02% | 313 |
|
|
2023
Q3 | $742K | Sell |
24,620
-221
| -0.9% | -$6.66K | 0.03% | 261 |
|
|
2023
Q2 | $768K | Buy |
24,841
+2,079
| +9% | +$64.3K | 0.03% | 262 |
|
|
2023
Q1 | $711K | Buy |
+22,762
| New | +$711K | 0.03% | 269 |
|
|
2020
Q1 | – | Sell |
-6,400
| Closed | -$241K | – | 339 |
|
|
2019
Q4 | $241K | Buy |
+6,400
| New | +$241K | 0.02% | 290 |
|