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PBMares Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

PBMares Wealth Management’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
Q2 		– Sell
-10,882
Closed -$346K – 113
2020
Q1 		$346K Sell
10,882
-1,451
-12% -$52K 0.54% 67
2019
Q4 		$464K Buy
+12,333
New +$460K 0.55% 61

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PBMares Wealth Management's PFF Position: Q2 2020 in Review

PBMares Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2020, closing a stake of 10,882 shares — an estimated $346K sold.

PBMares Wealth Management first reported a position in PFF in Q4 2019 and held it in 2 quarters. The position peaked at $464K in Q4 2019. 804 funds tracked by Wall St. Rank hold PFF as of Q2 2020.

  • PBMares Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2020 after selling out during the quarter.
  • PBMares Wealth Management sold 10,882 iShares Preferred and Income Securities ETF shares in Q2 2020, an estimated $346K.
  • PBMares Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 2 quarters.
  • PBMares Wealth Management's iShares Preferred and Income Securities ETF position peaked at $464K in Q4 2019.
  • 804 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2020.

Based on PBMares Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.