Personal Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-2,020	Closed	-$79K	–	308
2021 Q2	$79K	Buy	+2,020	New	+$78.2K	0.03%	132
2020 Q1	–	Sell	-5,719	Closed	-$215K	–	452
2019 Q4	$215K	Sell	5,719 -13,588	-70%	-$507K	0.09%	62
2019 Q3	$725K	Hold	19,307	–	–	0.33%	33
2019 Q2	$711K	Sell	19,307 -6,740	-26%	-$247K	0.34%	29
2019 Q1	$952K	Buy	+26,047	New	+$936K	0.51%	22

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Personal Wealth Partners's PFF Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2021, closing a stake of 2,020 shares — an estimated $79K sold.

Personal Wealth Partners first reported a position in PFF in Q1 2019 and held it in 5 quarters. The position peaked at $952K in Q1 2019. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

Personal Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 2,020 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $79K.
Personal Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 5 quarters.
Personal Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $952K in Q1 2019.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.