Retirement Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Retirement Group’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	$17.8K	Buy	551 +11	+2%	+$351	0.01%	377
2023 Q4	$16.8K	Hold	540	–	–	0.01%	367
2023 Q3	$16.3K	Sell	540 -66	-11%	-$2.02K	0.01%	346
2023 Q2	$18.7K	Hold	606	–	–	0.01%	326
2023 Q1	$19K	Hold	606	–	–	0.01%	308
2022 Q4	$19K	Buy	606 +440	+265%	+$13.7K	0.01%	283
2022 Q3	$5K	Sell	166 -674	-80%	-$22.6K	﹤0.01%	331
2022 Q2	$28K	Sell	840 -209	-20%	-$7.07K	0.01%	266
2022 Q1	$38K	Sell	1,049 -5,438	-84%	-$200K	0.01%	254
2021 Q4	$256K	Sell	6,487 -9,686	-60%	-$376K	0.11%	103
2021 Q3	$628K	Buy	16,173 +3,308	+26%	+$130K	0.29%	61
2021 Q2	$506K	Buy	12,865 +1,055	+9%	+$40.9K	0.24%	63
2021 Q1	$454K	Sell	11,810 -295	-2%	-$11.2K	0.21%	77
2020 Q4	$466K	Sell	12,105 -755	-6%	-$28.2K	0.21%	73
2020 Q3	$469K	Buy	12,860 +52	+0.4%	+$1.87K	0.26%	72
2020 Q2	$444K	Buy	+12,808	New	+$436K	0.28%	63
2019 Q4	$401K	Buy	+10,663	New	+$398K	0.26%	69

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

Retirement Group's PFF Position: Q1 2024 in Review

Retirement Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 2% in Q1 2024, buying an estimated $351 and bringing the position to 551 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #377.

Retirement Group first reported a position in PFF in Q4 2019 and has held it in 17 quarters since. The position peaked at $628K in Q3 2021. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Retirement Group held 551 shares of iShares Preferred and Income Securities ETF worth $17.8K as of Q1 2024.
Retirement Group bought 11 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $351.
iShares Preferred and Income Securities ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #377 holding.
Retirement Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Preferred and Income Securities ETF position peaked at $628K in Q3 2021.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.