Proffitt & Goodson’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Proffitt & Goodson’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
2024 Q1	–	Sell	-1,521	Closed	-$47.4K	–	236
2023 Q4	$47.4K	Hold	1,521	–	–	0.01%	154
2023 Q3	$45.9K	Hold	1,521	–	–	0.01%	155
2023 Q2	$47K	Sell	1,521 -5,168	-77%	-$158K	0.01%	154
2023 Q1	$209K	Hold	6,689	–	–	0.04%	105
2022 Q4	$204K	Hold	6,689	–	–	0.04%	105
2022 Q3	$212K	Buy	+6,689	New	+$224K	0.05%	103
2022 Q2	–	Sell	-2,933	Closed	-$107K	–	275
2022 Q1	$107K	Hold	2,933	–	–	0.02%	145
2021 Q4	$116K	Buy	+2,933	New	+$114K	0.02%	126

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Proffitt & Goodson's PFF Position: Q1 2024 in Review

Proffitt & Goodson sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 1,521 shares — an estimated $47.4K sold.

Proffitt & Goodson first reported a position in PFF in Q4 2021 and held it in 8 quarters. The position peaked at $212K in Q3 2022. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Proffitt & Goodson reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
Proffitt & Goodson sold 1,521 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $47.4K.
Proffitt & Goodson first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 8 quarters.
Proffitt & Goodson's iShares Preferred and Income Securities ETF position peaked at $212K in Q3 2022.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Proffitt & Goodson's 13F filing for Q1 2024, filed 24 Apr 2024.