Palumbo Wealth Management’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
2021
Q3
Sell
-5,329
Closed -$210K 101
2021
Q2
$210K Buy
5,329
+37
+0.7% +$1.43K 0.14% 94
2021
Q1
$203K Buy
5,292
+24
+0.5% +$910 0.15% 97
2020
Q4
$203K Buy
+5,268
New +$197K 0.16% 88

Other funds holding PFF

Palumbo Wealth Management's PFF Position: Q3 2021 in Review

Palumbo Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2021, closing a stake of 5,329 shares — an estimated $210K sold.

Palumbo Wealth Management first reported a position in PFF in Q4 2020 and held it in 3 quarters. The position peaked at $210K in Q2 2021. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

  • Palumbo Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2021 after selling out during the quarter.
  • Palumbo Wealth Management sold 5,329 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $210K.
  • Palumbo Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 3 quarters.
  • Palumbo Wealth Management's iShares Preferred and Income Securities ETF position peaked at $210K in Q2 2021.
  • 973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Palumbo Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.