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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-60,275
Closed -$1.88M 69
2023
Q1
$1.88M Sell
60,275
-1,359
-2% -$43.6K 1.8% 15
2022
Q4
$1.88M Sell
61,634
-6,130
-9% -$191K 1.92% 15
2022
Q3
$2.15M Buy
+67,764
New +$2.27M 2% 15
2022
Q2
Sell
-97,713
Closed -$3.56M 54
2022
Q1
$3.56M Buy
97,713
+45,744
+88% +$1.68M 2.39% 12
2021
Q4
$2.05M Buy
51,969
+6,254
+14% +$243K 1.37% 25
2021
Q3
$1.77M Buy
45,715
+8,032
+21% +$315K 1.37% 25
2021
Q2
$1.48M Buy
+37,683
New +$1.46M 1.16% 31

Other funds holding PFF

Peterson Wealth Management's PFF Position: Q2 2023 in Review

Peterson Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 60,275 shares — an estimated $1.88M sold.

Peterson Wealth Management first reported a position in PFF in Q2 2021 and held it in 7 quarters. The position peaked at $3.56M in Q1 2022. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Peterson Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Peterson Wealth Management sold 60,275 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $1.88M.
  • Peterson Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and held it in 7 quarters.
  • Peterson Wealth Management's iShares Preferred and Income Securities ETF position peaked at $3.56M in Q1 2022.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Peterson Wealth Management's 13F filing for Q2 2023, filed 17 Aug 2023.