Mount Yale Investment Advisors’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 | $387K | Sell |
12,600
-4,550
| -27% | -$140K | 0.03% | 395 |
|
|
2025
Q1 | $527K | Buy |
17,150
+6,300
| +58% | +$194K | 0.05% | 318 |
|
|
2024
Q4 | $341K | Buy |
10,850
+1,550
| +17% | +$48.7K | 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 | – | 555 |
|
|
2023
Q4 | $336K | Buy |
+10,785
| New | +$336K | 0.03% | 394 |
|
|
2023
Q1 | – | Sell |
-36,334
| Closed | -$1.11M | – | 520 |
|
|
2022
Q4 | $1.11M | Buy |
+36,334
| New | +$1.11M | 0.13% | 167 |
|
|
2022
Q1 | – | Sell |
-23,840
| Closed | -$940K | – | 488 |
|
|
2021
Q4 | $940K | Buy |
+23,840
| New | +$940K | 0.1% | 212 |
|