Redmont Wealth Advisors’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
2025 Q4	$2.18M	Sell	70,472 -37,571	-35%	-$1.17M	3.3%	7
2025 Q3	$3.42M	Sell	108,043 -9,479	-8%	-$298K	4.76%	4
2025 Q2	$3.61M	Sell	117,522 -11,598	-9%	-$349K	5.29%	3
2025 Q1	$3.97M	Sell	129,120 -434	-0.3%	-$13.7K	7.73%	3
2024 Q4	$4.07M	Buy	129,554 +3,195	+3%	+$104K	7.04%	3
2024 Q3	$4.2M	Sell	126,359 -386	-0.3%	-$12.4K	6.5%	3
2024 Q2	$4M	Sell	126,745 -1,407	-1%	-$44.3K	6.29%	3
2024 Q1	$4.13M	Buy	128,152 +26,165	+26%	+$834K	5.72%	3
2023 Q4	$3.18M	Buy	101,987 +5,708	+6%	+$171K	4.63%	4
2023 Q3	$2.9M	Buy	96,279 +21,384	+29%	+$654K	5.1%	6
2023 Q2	$2.32M	Buy	74,895 +39,644	+112%	+$1.21M	3.98%	6
2023 Q1	$1.1M	Buy	35,251 +1,501	+4%	+$48.2K	2.22%	9
2022 Q4	$1.03M	Buy	33,750 +3,260	+11%	+$101K	1.21%	13
2022 Q3	$966K	Sell	30,490 -32,020	-51%	-$1.07M	1.26%	14
2022 Q2	$2.06M	Sell	62,510 -480	-0.8%	-$16.2K	2.51%	8
2022 Q1	$2.29M	Buy	62,990 +4,830	+8%	+$178K	2.44%	7
2021 Q4	$2.29M	Buy	+58,160	New	+$2.26M	2.54%	6