Sanctuary Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sanctuary Wealth 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
2024 Q4	$35.2K	Sell	1,120 -110	-9%	-$3.59K	0.02%	108
2024 Q3	$40.9K	Hold	1,230	–	–	0.03%	113
2024 Q2	$38.8K	Hold	1,230	–	–	0.03%	100
2024 Q1	$39.6K	Hold	1,230	–	–	0.03%	100
2023 Q4	$38.4K	Hold	1,230	–	–	0.04%	95
2023 Q3	$37.1K	Hold	1,230	–	–	0.04%	85
2023 Q2	$38K	Buy	+1,230	New	+$37.6K	0.04%	87
2022 Q4	$37.6K	Buy	+1,230	New	+$38.3K	0.04%	74
2020 Q3	–	Sell	-12,886	Closed	-$446K	–	36
2020 Q2	$446K	Hold	12,886	–	–	0.47%	19
2020 Q1	$410K	Hold	12,886	–	–	0.54%	11
2019 Q4	$484K	Hold	12,886	–	–	0.54%	10
2019 Q3	$484K	Sell	12,886 -4,114	-24%	-$153K	0.49%	11
2019 Q2	$626K	Sell	17,000 -2,317	-12%	-$84.9K	0.58%	14
2019 Q1	$661K	Hold	19,317	–	–	0.68%	8
2018 Q4	$661K	Hold	19,317	–	–	0.68%	8
2018 Q3	$717K	Hold	19,317	–	–	0.62%	9
2018 Q2	$728K	Sell	19,317 -3,580	-16%	-$133K	0.63%	9
2018 Q1	$860K	Buy	22,897 +1,324	+6%	+$49.7K	0.73%	7
2017 Q4	$821K	Buy	+21,573	New	+$828K	0.75%	7

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Sanctuary Wealth Management's PFF Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 8.9% in Q4 2024, selling an estimated $3.59K and leaving 1,120 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #108.

Sanctuary Wealth Management first reported a position in PFF in Q4 2017 and has held it in 19 quarters since. The position peaked at $860K in Q1 2018. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Sanctuary Wealth Management held 1,120 shares of iShares Preferred and Income Securities ETF worth $35.2K as of Q4 2024.
Sanctuary Wealth Management sold 110 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $3.59K.
iShares Preferred and Income Securities ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #108 holding.
Sanctuary Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 19 quarters since.
Sanctuary Wealth Management's iShares Preferred and Income Securities ETF position peaked at $860K in Q1 2018.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.