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Personal CFO Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Personal CFO Solutions’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
2022
Q1 		– Sell
-5,284
Closed -$208K – 506
2021
Q4 		$208K Buy
5,284
+73
+1% +$2.84K 0.04% 428
2021
Q3 		$202K Hold
5,211
– – 0.04% 417
2021
Q2 		$205K Hold
5,211
– – 0.04% 405
2021
Q1 		$200K Buy
+5,211
New +$198K 0.04% 385

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's PFF Position: Q1 2022 in Review

Personal CFO Solutions sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 5,284 shares — an estimated $208K sold.

Personal CFO Solutions first reported a position in PFF in Q1 2021 and held it in 4 quarters. The position peaked at $208K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

  • Personal CFO Solutions reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 5,284 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $208K.
  • Personal CFO Solutions first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and held it in 4 quarters.
  • Personal CFO Solutions's iShares Preferred and Income Securities ETF position peaked at $208K in Q4 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.