Principle Wealth Partners’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 | $465K | Hold |
15,160
| – | – | 0.03% | 237 |
|
|
2025
Q1 | $466K | Sell |
15,160
-190
| -1% | -$5.84K | 0.03% | 233 |
|
|
2024
Q4 | $483K | Hold |
15,350
| – | – | 0.03% | 225 |
|
|
2024
Q3 | $510K | Buy |
15,350
+4,124
| +37% | +$137K | 0.04% | 220 |
|
|
2024
Q2 | $354K | Buy |
11,226
+2,007
| +22% | +$63.3K | 0.03% | 258 |
|
|
2024
Q1 | $297K | Sell |
9,219
-542
| -6% | -$17.5K | 0.02% | 278 |
|
|
2023
Q4 | $304K | Sell |
9,761
-1,227
| -11% | -$38.3K | 0.03% | 267 |
|
|
2023
Q3 | $331K | Buy |
10,988
+569
| +5% | +$17.2K | 0.03% | 246 |
|
|
2023
Q2 | $322K | Sell |
10,419
-854
| -8% | -$26.4K | 0.03% | 254 |
|
|
2023
Q1 | $352K | Sell |
11,273
-2,300
| -17% | -$71.8K | 0.04% | 229 |
|
|
2022
Q4 | $414K | Hold |
13,573
| – | – | 0.05% | 209 |
|
|
2022
Q3 | $430 | Sell |
13,573
-1,472
| -10% | -$47 | 0.04% | 197 |
|
|
2022
Q2 | $495K | Buy |
15,045
+382
| +3% | +$12.6K | 0.06% | 195 |
|
|
2022
Q1 | $534K | Buy |
14,663
+739
| +5% | +$26.9K | 0.06% | 196 |
|
|
2021
Q4 | $549K | Sell |
13,924
-1,844
| -12% | -$72.7K | 0.06% | 195 |
|
|
2021
Q3 | $612K | Hold |
15,768
| – | – | 0.07% | 178 |
|
|
2021
Q2 | $620K | Buy |
15,768
+258
| +2% | +$10.1K | 0.07% | 178 |
|
|
2021
Q1 | $596K | Sell |
15,510
-2,857
| -16% | -$110K | 0.07% | 173 |
|
|
2020
Q4 | $707K | Buy |
18,367
+8,679
| +90% | +$334K | 0.09% | 144 |
|
|
2020
Q3 | $353K | Buy |
9,688
+2,999
| +45% | +$109K | 0.1% | 108 |
|
|
2020
Q2 | $232K | Sell |
6,689
-149
| -2% | -$5.17K | 0.07% | 133 |
|
|
2020
Q1 | $218K | Sell |
6,838
-403
| -6% | -$12.8K | 0.08% | 126 |
|
|
2019
Q4 | $272K | Hold |
7,241
| – | – | 0.09% | 138 |
|
|
2019
Q3 | $272K | Buy |
+7,241
| New | +$272K | 0.09% | 134 |
|