Montag & Associates’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 | $441K | Sell |
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|
2025
Q2 | $497K | Sell |
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|
2025
Q1 | $776K | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $923K | Buy |
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|
2024
Q1 | $840K | Sell |
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|
2023
Q4 | $819K | Buy |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $812K | Hold |
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|
2022
Q4 | $794K | Sell |
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|
2022
Q3 | $837K | Buy |
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|
2022
Q2 | $739K | Sell |
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|
2022
Q1 | $836K | Sell |
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|
2021
Q4 | $1.91M | Hold |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.9M | Sell |
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|
2021
Q1 | $1.86M | Sell |
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|
2020
Q4 | $2.25M | Buy |
|