Paradigm Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Paradigm Financial Advisors’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
2021 Q4	$278K	Buy	7,045 +96	+1%	+$3.73K	0.06%	175
2021 Q3	$270K	Sell	6,949 -1,142	-14%	-$44.8K	0.06%	170
2021 Q2	$318K	Buy	8,091 +96	+1%	+$3.72K	0.07%	153
2021 Q1	$307K	Sell	7,995 -1,728	-18%	-$65.5K	0.07%	150
2020 Q4	$374K	Sell	9,723 -3,909	-29%	-$146K	0.1%	118
2020 Q3	$497K	Sell	13,632 -2,698	-17%	-$97.1K	0.14%	77
2020 Q2	$566K	Buy	16,330 +243	+2%	+$8.28K	0.18%	74
2020 Q1	$512K	Buy	16,087 +702	+5%	+$25.2K	0.19%	75
2019 Q4	$578K	Buy	15,385 +259	+2%	+$9.66K	0.2%	78
2019 Q3	$568K	Sell	15,126 -876	-5%	-$32.6K	0.22%	72
2019 Q2	$590K	Buy	+16,002	New	+$586K	0.22%	72

Other funds holding PFF

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Paradigm Financial Advisors's PFF Position: Q4 2021 in Review

Paradigm Financial Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q4 2021, buying an estimated $3.73K and bringing the position to 7,045 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #175.

Paradigm Financial Advisors first reported a position in PFF in Q2 2019 and has held it in 11 quarters since. The position peaked at $590K in Q2 2019. 1,102 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

Paradigm Financial Advisors held 7,045 shares of iShares Preferred and Income Securities ETF worth $278K as of Q4 2021.
Paradigm Financial Advisors bought 96 iShares Preferred and Income Securities ETF shares in Q4 2021, an estimated $3.73K.
iShares Preferred and Income Securities ETF made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #175 holding.
Paradigm Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and has held it in 11 quarters since.
Paradigm Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $590K in Q2 2019.
1,102 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.