Relyea Zuckerberg Hanson’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Relyea Zuckerberg Hanson’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
2022 Q4	–	Sell	-45,168	Closed	-$1.43M	–	171
2022 Q3	$1.43M	Sell	45,168 -8,473	-16%	-$284K	0.52%	31
2022 Q2	$1.76M	Buy	53,641 +18,422	+52%	+$623K	0.66%	28
2022 Q1	$1.24M	Buy	35,219 +9,619	+38%	+$354K	0.41%	40
2021 Q4	$974K	Buy	+25,600	New	+$995K	0.35%	52

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Relyea Zuckerberg Hanson's PFF Position: Q4 2022 in Review

Relyea Zuckerberg Hanson sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 45,168 shares — an estimated $1.43M sold.

Relyea Zuckerberg Hanson first reported a position in PFF in Q4 2021 and held it in 4 quarters. The position peaked at $1.76M in Q2 2022. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Relyea Zuckerberg Hanson reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 45,168 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $1.43M.
Relyea Zuckerberg Hanson first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 4 quarters.
Relyea Zuckerberg Hanson's iShares Preferred and Income Securities ETF position peaked at $1.76M in Q2 2022.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2022, filed 18 Jan 2023.