Sanford Advisory Services’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
2022
Q4
$304K Sell
9,956
-5,722
-36% -$178K 0.07% 108
2022
Q3
$497K Sell
15,678
-396
-2% -$13.3K 0.14% 65
2022
Q2
$529K Sell
16,074
-496
-3% -$16.8K 0.15% 63
2022
Q1
$603K Sell
16,570
-108
-0.6% -$3.97K 0.16% 53
2021
Q4
$657K Sell
16,678
-1,513
-8% -$58.8K 0.15% 54
2021
Q3
$706K Buy
18,191
+904
+5% +$35.5K 0.18% 51
2021
Q2
$680K Buy
17,287
+1,525
+10% +$59.1K 0.18% 51
2021
Q1
$605K Sell
15,762
-1,075
-6% -$40.8K 0.17% 53
2020
Q4
$648K Buy
+16,837
New +$629K 0.21% 49

Other funds holding PFF

Sanford Advisory Services's PFF Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Preferred and Income Securities ETF (PFF) stake by 36% in Q4 2022, selling an estimated $178K and leaving 9,956 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #108.

Sanford Advisory Services first reported a position in PFF in Q4 2020 and has held it in 9 quarters since. The position peaked at $706K in Q3 2021. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

  • Sanford Advisory Services held 9,956 shares of iShares Preferred and Income Securities ETF worth $304K as of Q4 2022.
  • Sanford Advisory Services sold 5,722 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $178K.
  • iShares Preferred and Income Securities ETF made up 0.07% of Sanford Advisory Services's portfolio in Q4 2022, its #108 holding.
  • Sanford Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 9 quarters since.
  • Sanford Advisory Services's iShares Preferred and Income Securities ETF position peaked at $706K in Q3 2021.
  • 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.