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RDA Financial Network’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RDA Financial Network’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
-10,812
Closed -$337K – 231
2023
Q4 		$337K Buy
10,812
+358
+3% +$10.7K 0.13% 160
2023
Q3 		$315K Sell
10,454
-294
-3% -$8.99K 0.14% 156
2023
Q2 		$332K Sell
10,748
-1,091
-9% -$33.4K 0.14% 149
2023
Q1 		$370K Sell
11,839
-879
-7% -$28.2K 0.17% 129
2022
Q4 		$388K Buy
12,718
+1,112
+10% +$34.6K 0.2% 123
2022
Q3 		$368K Sell
11,606
-1,798
-13% -$60.3K 0.2% 123
2022
Q2 		$441K Sell
13,404
-226
-2% -$7.65K 0.22% 112
2022
Q1 		$496K Sell
13,630
-1,415
-9% -$52K 0.21% 117
2021
Q4 		$593K Sell
15,045
-725
-5% -$28.2K 0.24% 102
2021
Q3 		$612K Sell
15,770
-190
-1% -$7.45K 0.27% 90
2021
Q2 		$628K Sell
15,960
-2,870
-15% -$111K 0.28% 86
2021
Q1 		$723K Sell
18,830
-1,200
-6% -$45.5K 0.31% 86
2020
Q4 		$771K Hold
20,030
– – 0.35% 77
2020
Q3 		$730K Sell
20,030
-390
-2% -$14K 0.33% 80
2020
Q2 		$707K Buy
20,420
+2,825
+16% +$96.3K 0.35% 73
2020
Q1 		$560K Sell
17,595
-17,525
-50% -$628K 0.34% 76
2019
Q4 		$1.34M Hold
35,120
– – 0.54% 48
2019
Q3 		$1.31M Buy
35,120
+7,315
+26% +$272K 0.56% 46
2019
Q2 		$1.02M Sell
27,805
-2,200
-7% -$80.6K 0.46% 59
2019
Q1 		$1.1M Buy
+30,005
New +$1.08M 0.52% 52

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RDA Financial Network's PFF Position: Q1 2024 in Review

RDA Financial Network sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 10,812 shares — an estimated $337K sold.

RDA Financial Network first reported a position in PFF in Q1 2019 and held it in 20 quarters. The position peaked at $1.34M in Q4 2019. 1,047 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

  • RDA Financial Network reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
  • RDA Financial Network sold 10,812 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $337K.
  • RDA Financial Network first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 20 quarters.
  • RDA Financial Network's iShares Preferred and Income Securities ETF position peaked at $1.34M in Q4 2019.
  • 1,047 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on RDA Financial Network's 13F filing for Q1 2024, filed 11 Apr 2024.