Prudent Man Advisors’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 | $439K | Buy |
14,320
+1,300
| +10% | +$39.9K | 0.14% | 129 |
|
2025
Q1 | $400K | Buy |
13,020
+5,700
| +78% | +$175K | 0.15% | 128 |
|
2024
Q4 | $230K | Hold |
7,320
| – | – | 0.08% | 142 |
|
2024
Q3 | $243K | Hold |
7,320
| – | – | 0.08% | 150 |
|
2024
Q2 | $231K | Buy |
7,320
+297
| +4% | +$9.37K | 0.08% | 147 |
|
2024
Q1 | $226K | Hold |
7,023
| – | – | 0.08% | 151 |
|
2023
Q4 | $219K | Hold |
7,023
| – | – | 0.08% | 163 |
|
2023
Q3 | $212K | Hold |
7,023
| – | – | 0.08% | 164 |
|
2023
Q2 | $217K | Hold |
7,023
| – | – | 0.08% | 180 |
|
2023
Q1 | $219K | Hold |
7,023
| – | – | 0.09% | 171 |
|
2022
Q4 | $214K | Hold |
7,023
| – | – | 0.09% | 179 |
|
2022
Q3 | $223K | Hold |
7,023
| – | – | 0.11% | 148 |
|
2022
Q2 | $230K | Sell |
7,023
-723
| -9% | -$23.7K | 0.11% | 136 |
|
2022
Q1 | $282K | Hold |
7,746
| – | – | 0.11% | 136 |
|
2021
Q4 | $305K | Buy |
7,746
+1,022
| +15% | +$40.2K | 0.12% | 131 |
|
2021
Q3 | $261K | Hold |
6,724
| – | – | 0.1% | 162 |
|
2021
Q2 | $264K | Hold |
6,724
| – | – | 0.1% | 162 |
|
2021
Q1 | $258K | Hold |
6,724
| – | – | 0.11% | 158 |
|
2020
Q4 | $259K | Hold |
6,724
| – | – | 0.11% | 143 |
|
2020
Q3 | $245K | Hold |
6,724
| – | – | 0.13% | 135 |
|
2020
Q2 | $233K | Buy |
+6,724
| New | +$233K | 0.21% | 127 |
|