Modera 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 | $373K | Buy |
12,172
+2,042
| +20% | +$62.6K | ﹤0.01% | 493 |
|
|
2025
Q1 | $311K | Buy |
10,130
+310
| +3% | +$9.53K | ﹤0.01% | 509 |
|
|
2024
Q4 | $309K | Hold |
9,820
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $326K | Sell |
9,820
-2,367
| -19% | -$78.7K | ﹤0.01% | 472 |
|
|
2024
Q2 | $385K | Sell |
12,187
-15,596
| -56% | -$492K | 0.01% | 434 |
|
|
2024
Q1 | $895K | Sell |
27,783
-2,764
| -9% | -$89.1K | 0.01% | 310 |
|
|
2023
Q4 | $953K | Sell |
30,547
-5,009
| -14% | -$156K | 0.02% | 294 |
|
|
2023
Q3 | $1.07M | Sell |
35,556
-3,343
| -9% | -$101K | 0.02% | 273 |
|
|
2023
Q2 | $1.2M | Buy |
+38,899
| New | +$1.2M | 0.02% | 273 |
|