Moneta Group Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $301K | Buy |
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|
2024
Q2 | $243K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $510K | Buy |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $503K | Buy |
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|
2020
Q1 | $462K | Sell |
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|
2019
Q4 | $2.23M | Buy |
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|
2019
Q3 | $2.22M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $104K | Sell |
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|
2018
Q1 | $104K | Buy |
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|
2017
Q4 | $229K | Sell |
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|
2017
Q3 | $245K | Buy |
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|
2017
Q2 | $236K | Hold |
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|
2017
Q1 | $233K | Hold |
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|
2016
Q4 | $224K | Hold |
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|
2016
Q3 | $238K | Buy |
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