Mount Yale Investment Advisors’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
2026 Q1	$3.16M	Buy	104,283 +39,186	+60%	+$1.23M	0.08%	270
2025 Q4	$2.02M	Buy	65,097 +47,805	+276%	+$1.49M	0.1%	191
2025 Q3	$547K	Buy	17,292 +4,692	+37%	+$148K	0.04%	401
2025 Q2	$387K	Sell	12,600 -4,550	-27%	-$137K	0.03%	395
2025 Q1	$527K	Buy	17,150 +6,300	+58%	+$199K	0.05%	318
2024 Q4	$341K	Buy	10,850 +1,550	+17%	+$50.6K	0.03%	412
2024 Q3	$309K	Hold	9,300	–	–	0.03%	425
2024 Q2	$293K	Buy	+9,300	New	+$293K	0.02%	437
2024 Q1	–	Sell	-10,785	Closed	-$336K	–	557
2023 Q4	$336K	Buy	+10,785	New	+$322K	0.03%	394
2023 Q1	–	Sell	-36,334	Closed	-$1.11M	–	523
2022 Q4	$1.11M	Buy	+36,334	New	+$1.13M	0.13%	168
2022 Q1	–	Sell	-23,840	Closed	-$940K	–	491
2021 Q4	$940K	Buy	+23,840	New	+$926K	0.1%	212