Pacific Wealth Strategies Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Pacific Wealth Strategies 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	–	Sell	-5,547	Closed	-$202K	–	85
2020 Q3	$202K	Buy	+5,547	New	+$200K	0.11%	73
2020 Q1	–	Sell	-5,719	Closed	-$215K	–	82
2019 Q4	$215K	Hold	5,719	–	–	0.12%	81
2019 Q3	$215K	Sell	5,719 -379	-6%	-$14.1K	0.13%	80
2019 Q2	$225K	Hold	6,098	–	–	0.14%	80
2019 Q1	$223K	Buy	+6,098	New	+$219K	0.14%	79

Other funds holding PFF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Wealth Strategies Group's PFF Position: Q4 2020 in Review

Pacific Wealth Strategies Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2020, closing a stake of 5,547 shares — an estimated $202K sold.

Pacific Wealth Strategies Group first reported a position in PFF in Q1 2019 and held it in 5 quarters. The position peaked at $225K in Q2 2019. 961 funds tracked by Wall St. Rank hold PFF as of Q4 2020.

Pacific Wealth Strategies Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2020 after selling out during the quarter.
Pacific Wealth Strategies Group sold 5,547 iShares Preferred and Income Securities ETF shares in Q4 2020, an estimated $202K.
Pacific Wealth Strategies Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 5 quarters.
Pacific Wealth Strategies Group's iShares Preferred and Income Securities ETF position peaked at $225K in Q2 2019.
961 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2020.

Based on Pacific Wealth Strategies Group's 13F filing for Q4 2020, filed 13 Jan 2021.