Monument Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Monument Capital Management’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 Q2	–	Sell	-36,236	Closed	-$1.17M	–	195
2024 Q1	$1.17M	Sell	36,236 -1,654	-4%	-$52.7K	0.34%	75
2023 Q4	$1.18M	Sell	37,890 -1,660	-4%	-$49.6K	0.38%	71
2023 Q3	$1.19M	Sell	39,550 -9,287	-19%	-$284K	0.4%	70
2023 Q2	$1.51M	Sell	48,837 -2,150	-4%	-$65.8K	0.48%	63
2023 Q1	$1.59M	Buy	+50,987	New	+$1.64M	0.53%	58
2022 Q1	–	Sell	-17,472	Closed	-$689K	–	149
2021 Q4	$689K	Sell	17,472 -3,279	-16%	-$127K	0.21%	98
2021 Q3	$805K	Sell	20,751 -2,569	-11%	-$101K	0.27%	85
2021 Q2	$917K	Sell	23,320 -20,204	-46%	-$783K	0.32%	74
2021 Q1	$1.67M	Buy	43,524 +19,300	+80%	+$732K	0.67%	64
2020 Q4	$933K	Buy	24,224 +1,535	+7%	+$57.4K	0.43%	70
2020 Q3	$827K	Buy	+22,689	New	+$816K	0.44%	70
2018 Q4	–	Sell	-1,500	Closed	-$56K	–	259
2018 Q3	$56K	Buy	+1,500	New	+$56.3K	0.03%	124

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Monument Capital Management's PFF Position: Q2 2024 in Review

Monument Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 36,236 shares — an estimated $1.17M sold.

Monument Capital Management first reported a position in PFF in Q3 2018 and held it in 12 quarters. The position peaked at $1.67M in Q1 2021. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Monument Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Monument Capital Management sold 36,236 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $1.17M.
Monument Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2018 and held it in 12 quarters.
Monument Capital Management's iShares Preferred and Income Securities ETF position peaked at $1.67M in Q1 2021.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Monument Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.