Moran Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.93M Buy
95,361
+8,033
+9% +$246K 0.09% 253
2025
Q1
$2.68M Sell
87,328
-321
-0.4% -$9.86K 0.09% 248
2024
Q4
$2.76M Sell
87,649
-45,149
-34% -$1.42M 0.09% 233
2024
Q3
$4.41M Sell
132,798
-2,621
-2% -$87.1K 0.14% 184
2024
Q2
$4.27M Sell
135,419
-77
-0.1% -$2.43K 0.14% 185
2024
Q1
$4.37M Sell
135,496
-74,453
-35% -$2.4M 0.14% 187
2023
Q4
$6.55M Sell
209,949
-24,960
-11% -$779K 0.23% 138
2023
Q3
$7.08M Buy
234,909
+9,960
+4% +$300K 0.27% 126
2023
Q2
$6.96M Buy
224,949
+214,519
+2,057% +$6.64M 0.26% 134
2023
Q1
$326K Buy
+10,430
New +$326K 0.01% 323