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

Moloney Securities 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
2022 Q2	–	Sell	-7,800	Closed	-$284K	–	416
2022 Q1	$284K	Sell	7,800 -592	-7%	-$21.8K	0.06%	313
2021 Q4	$331K	Buy	8,392 +18	+0.2%	+$700	0.06%	304
2021 Q3	$325K	Buy	8,374 +140	+2%	+$5.49K	0.06%	308
2021 Q2	$324K	Buy	8,234 +49	+0.6%	+$1.9K	0.06%	307
2021 Q1	$314K	Buy	+8,185	New	+$310K	0.06%	302
2019 Q3	–	Sell	-7,378	Closed	-$272K	–	350
2019 Q2	$272K	Sell	7,378 -710	-9%	-$26K	0.09%	232
2019 Q1	$296K	Buy	8,088 +683	+9%	+$24.5K	0.1%	220
2018 Q4	$253K	Buy	7,405 +61	+0.8%	+$2.16K	0.1%	216
2018 Q3	$273K	Buy	7,344 +1,430	+24%	+$53.6K	0.09%	220
2018 Q2	$223K	Sell	5,914 -1,089	-16%	-$40.6K	0.08%	255
2018 Q1	$263K	Sell	7,003 -608	-8%	-$22.8K	0.11%	224
2017 Q4	$290K	Buy	+7,611	New	+$292K	0.12%	194

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Moloney Securities Asset Management's PFF Position: Q2 2022 in Review

Moloney Securities Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 7,800 shares — an estimated $284K sold.

Moloney Securities Asset Management first reported a position in PFF in Q4 2017 and held it in 12 quarters. The position peaked at $331K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Moloney Securities Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
Moloney Securities Asset Management sold 7,800 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $284K.
Moloney Securities Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 12 quarters.
Moloney Securities Asset Management's iShares Preferred and Income Securities ETF position peaked at $331K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Moloney Securities Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.