Money Design’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Money Design’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
2021 Q3	–	Sell	-118,369	Closed	-$4.66M	–	68
2021 Q2	$4.66M	Hold	118,369	–	–	0.48%	36
2021 Q1	$4.54M	Buy	+118,369	New	+$4.49M	0.53%	34
2020 Q2	–	Sell	-55,002	Closed	-$1.75M	–	67
2020 Q1	$1.75M	Sell	55,002 -63,367	-54%	-$2.27M	0.31%	39
2019 Q4	$4.43M	Buy	118,369 +66,696	+129%	+$2.49M	0.78%	34
2019 Q3	$1.94M	Buy	51,673 +261	+0.5%	+$9.71K	0.41%	34
2019 Q2	$1.9M	Buy	51,412 +13,723	+36%	+$503K	0.45%	34
2019 Q1	$1.38M	Sell	37,689 -714	-2%	-$25.7K	0.37%	39
2018 Q4	$1.31M	Sell	38,403 -81,372	-68%	-$2.88M	0.42%	28
2018 Q3	$4.45M	Sell	119,775 -9,255	-7%	-$347K	1.42%	21
2018 Q2	$4.87M	Sell	129,030 -3,222	-2%	-$120K	1.77%	21
2018 Q1	$4.97M	Buy	132,252 +120,272	+1,004%	+$4.51M	2.06%	19
2017 Q4	$456K	Buy	11,980 +267	+2%	+$10.3K	0.27%	24
2017 Q3	$455K	Buy	+11,713	New	+$456K	0.39%	26

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Design's PFF Position: Q3 2021 in Review

Money Design sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2021, closing a stake of 118,369 shares — an estimated $4.66M sold.

Money Design first reported a position in PFF in Q3 2017 and held it in 13 quarters. The position peaked at $4.97M in Q1 2018. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

Money Design reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2021 after selling out during the quarter.
Money Design sold 118,369 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $4.66M.
Money Design first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and held it in 13 quarters.
Money Design's iShares Preferred and Income Securities ETF position peaked at $4.97M in Q1 2018.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Money Design's 13F filing for Q3 2021, filed 14 Oct 2021.