Monograph Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Monograph Wealth Advisors’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
2024 Q4	–	Sell	-27,119	Closed	-$901K	–	116
2024 Q3	$901K	Hold	27,119	–	–	0.12%	53
2024 Q2	$856K	Hold	27,119	–	–	0.13%	49
2024 Q1	$874K	Sell	27,119 -5,437	-17%	-$173K	0.13%	65
2023 Q4	$1.02M	Hold	32,556	–	–	0.18%	40
2023 Q3	$982K	Hold	32,556	–	–	0.19%	46
2023 Q2	$1.01M	Hold	32,556	–	–	0.22%	33
2023 Q1	$1.02M	Hold	32,556	–	–	0.24%	30
2022 Q4	$994K	Hold	32,556	–	–	0.26%	30
2022 Q3	$1.03M	Hold	32,556	–	–	0.34%	27
2022 Q2	$1.07M	Hold	32,556	–	–	0.31%	29
2022 Q1	$1.19M	Hold	32,556	–	–	0.3%	29
2021 Q4	$1.28M	Buy	+32,556	New	+$1.27M	0.32%	29

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Monograph Wealth Advisors's PFF Position: Q4 2024 in Review

Monograph Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 27,119 shares — an estimated $901K sold.

Monograph Wealth Advisors first reported a position in PFF in Q4 2021 and held it in 12 quarters. The position peaked at $1.28M in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Monograph Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 27,119 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $901K.
Monograph Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 12 quarters.
Monograph Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.28M in Q4 2021.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Monograph Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.