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

Sage Financial 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
2023
Q1 		– Sell
-382,311
Closed -$11.7M – 98
2022
Q4 		$11.7M Sell
382,311
-300,926
-44% -$9.36M 1.42% 14
2022
Q3 		$21.6M Buy
683,237
+358,762
+111% +$12M 2.96% 7
2022
Q2 		$10.7M Buy
324,475
+269,911
+495% +$9.13M 1.41% 14
2022
Q1 		$1.99M Buy
54,564
+8,893
+19% +$327K 0.23% 33
2021
Q4 		$1.8M Buy
45,671
+26,294
+136% +$1.02M 0.19% 38
2021
Q3 		$752K Buy
19,377
+597
+3% +$23.4K 0.09% 41
2021
Q2 		$739K Buy
18,780
+1,643
+10% +$63.6K 0.09% 40
2021
Q1 		$658K Buy
17,137
+1,436
+9% +$54.5K 0.09% 40
2020
Q4 		$605K Buy
15,701
+1,107
+8% +$41.4K 0.08% 41
2020
Q3 		$532K Buy
14,594
+3
+0% +$108 0.09% 40
2020
Q2 		$505K Buy
+14,591
New +$497K 0.09% 40

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sage Financial Group's PFF Position: Q1 2023 in Review

Sage Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 382,311 shares — an estimated $11.7M sold.

Sage Financial Group first reported a position in PFF in Q2 2020 and held it in 11 quarters. The position peaked at $21.6M in Q3 2022. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

  • Sage Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Sage Financial Group sold 382,311 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $11.7M.
  • Sage Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and held it in 11 quarters.
  • Sage Financial Group's iShares Preferred and Income Securities ETF position peaked at $21.6M in Q3 2022.
  • 951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Sage Financial Group's 13F filing for Q1 2023, filed 18 Apr 2023.