Sadoff Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sadoff Investment Management’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 Q3	$22M	Sell	695,515 -10,280	-1%	-$345K	1.71%	25
2022 Q2	$23.2M	Sell	705,795 -2,000	-0.3%	-$67.7K	1.74%	26
2022 Q1	$25.8M	Buy	707,795 +4,375	+0.6%	+$161K	1.64%	29
2021 Q4	$27.7M	Buy	+703,420	New	+$27.3M	1.62%	27

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sadoff Investment Management's PFF Position: Q3 2022 in Review

Sadoff Investment Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.5% in Q3 2022, selling an estimated $345K and leaving 695,515 shares worth $22M. The position accounts for 1.71% of the portfolio, ranked #25.

Sadoff Investment Management first reported a position in PFF in Q4 2021 and has held it in 4 quarters since. The position peaked at $27.7M in Q4 2021. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

Sadoff Investment Management held 695,515 shares of iShares Preferred and Income Securities ETF worth $22M as of Q3 2022.
Sadoff Investment Management sold 10,280 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $345K.
iShares Preferred and Income Securities ETF made up 1.71% of Sadoff Investment Management's portfolio in Q3 2022, its #25 holding.
Sadoff Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 4 quarters since.
Sadoff Investment Management's iShares Preferred and Income Securities ETF position peaked at $27.7M in Q4 2021.
950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.