NewFocus Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

NewFocus Financial Group’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
2020 Q4	$233K	Hold	6,059	–	–	0.07%	110
2020 Q3	$221K	Hold	6,059	–	–	0.07%	110
2020 Q2	$210K	Buy	+6,059	New	+$206K	0.08%	108
2019 Q4	–	Sell	-7,565	Closed	-$284K	–	105
2019 Q3	$284K	Hold	7,565	–	–	0.12%	87
2019 Q2	$279K	Buy	7,565 +39	+0.5%	+$1.43K	0.13%	80
2019 Q1	$275K	Hold	7,526	–	–	0.14%	76
2018 Q4	$258K	Hold	7,526	–	–	0.15%	74
2018 Q3	$279K	Hold	7,526	–	–	0.15%	66
2018 Q2	$284K	Buy	7,526 +282	+4%	+$10.5K	0.17%	62
2018 Q1	$272K	Buy	7,244 +666	+10%	+$25K	0.17%	63
2017 Q4	$250K	Hold	6,578	–	–	0.15%	65
2017 Q3	$255K	Buy	+6,578	New	+$256K	0.17%	65

Other funds holding PFF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewFocus Financial Group's PFF Position: Q4 2020 in Review

NewFocus Financial Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q4 2020 at 6,059 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #110.

NewFocus Financial Group first reported a position in PFF in Q3 2017 and has held it in 12 quarters since. The position peaked at $284K in Q3 2019. 961 funds tracked by Wall St. Rank hold PFF as of Q4 2020.

NewFocus Financial Group held 6,059 shares of iShares Preferred and Income Securities ETF worth $233K as of Q4 2020.
NewFocus Financial Group left its iShares Preferred and Income Securities ETF share count unchanged in Q4 2020.
iShares Preferred and Income Securities ETF made up 0.07% of NewFocus Financial Group's portfolio in Q4 2020, its #110 holding.
NewFocus Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and has held it in 12 quarters since.
NewFocus Financial Group's iShares Preferred and Income Securities ETF position peaked at $284K in Q3 2019.
961 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.