Roundview Capital’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
2023
Q2
Sell
-22,022
Closed -$688K 324
2023
Q1
$688K Buy
+22,022
New +$707K 0.07% 223

Other funds holding PFF

Roundview Capital's PFF Position: Q2 2023 in Review

Roundview Capital sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 22,022 shares — an estimated $688K sold.

Roundview Capital first reported a position in PFF in Q1 2023 and held it in 1 quarter. The position peaked at $688K in Q1 2023. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Roundview Capital reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Roundview Capital sold 22,022 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $688K.
  • Roundview Capital first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 1 quarter.
  • Roundview Capital's iShares Preferred and Income Securities ETF position peaked at $688K in Q1 2023.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Roundview Capital's 13F filing for Q2 2023, filed 9 Aug 2023.