Patten & Patten’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
$572K Sell
18,632
-6,525
-26% -$200K 0.04% 216
2025
Q1
$773K Sell
25,157
-1,485
-6% -$45.6K 0.05% 187
2024
Q4
$838K Sell
26,642
-9,075
-25% -$285K 0.06% 182
2024
Q3
$1.19M Sell
35,717
-3,475
-9% -$115K 0.08% 156
2024
Q2
$1.24M Sell
39,192
-1,810
-4% -$57.1K 0.09% 148
2024
Q1
$1.32M Buy
+41,002
New +$1.32M 0.09% 148