Montecito Bank & Trust’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 | $1.25M | Buy |
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|
2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.38M | Hold |
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|
2024
Q2 | $1.31M | Hold |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1M | Hold |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $2.88M | Sell |
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|
2022
Q1 | $8.4M | Buy |
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|
2021
Q4 | $8.08M | Buy |
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|
2021
Q3 | $7.47M | Buy |
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|
2021
Q2 | $7.26M | Buy |
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|
2021
Q1 | $6.57M | Buy |
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|
2020
Q4 | $5.69M | Buy |
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|
2020
Q3 | $4.87M | Buy |
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|
2020
Q2 | $2.27M | Buy |
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|
2020
Q1 | $751K | Hold |
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|
2019
Q4 | $886K | Buy |
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|
2019
Q3 | $862K | Hold |
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|
2019
Q2 | $846K | Hold |
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|
2019
Q1 | $839K | Hold |
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|
2018
Q4 | $786K | Buy |
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|
2018
Q3 | $831K | Hold |
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|
2018
Q2 | $844K | Buy |
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|
2018
Q1 | $804K | Sell |
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|
2017
Q4 | $822K | Sell |
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|
2017
Q3 | $888K | Sell |
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|
2017
Q2 | $916K | Hold |
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|
2017
Q1 | $905K | Sell |
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|
2016
Q4 | $1.22M | Sell |
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|
2016
Q3 | $1.3M | Sell |
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|
2016
Q2 | $1.41M | Sell |
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|
2016
Q1 | $1.4M | Sell |
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|
2015
Q4 | $1.59M | Sell |
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|
2015
Q3 | $1.75M | Buy |
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|
2015
Q2 | $1.65M | Hold |
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|
2015
Q1 | $1.65M | Buy |
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|
2014
Q4 | $1.07M | Buy |
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