Sargent Bickham Lagudis’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-3,635	Closed	-$115K	–	1082
2022 Q3	$115K	Sell	3,635 -2,708	-43%	-$90.8K	0.01%	298
2022 Q2	$209K	Buy	6,343 +2,626	+71%	+$88.9K	0.02%	247
2022 Q1	$135K	Hold	3,717	–	–	0.01%	299
2021 Q4	$147K	Sell	3,717 -4,097	-52%	-$159K	0.01%	283
2021 Q3	$303K	Buy	7,814 +3,310	+73%	+$130K	0.02%	204
2021 Q2	$177K	Buy	+4,504	New	+$174K	0.01%	273
2018 Q2	–	Sell	-205	Closed	-$8K	–	789
2018 Q1	$8K	Buy	+205	New	+$7.69K	﹤0.01%	620
2016 Q4	–	Sell	-1,000	Closed	-$40K	–	740
2016 Q3	$40K	Buy	+1,000	New	+$39.9K	0.01%	387
2016 Q2	–	Sell	-1,568	Closed	-$61K	–	755
2016 Q1	$61K	Buy	+1,568	New	+$59.9K	0.01%	333

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sargent Bickham Lagudis's PFF Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 3,635 shares — an estimated $115K sold.

Sargent Bickham Lagudis first reported a position in PFF in Q1 2016 and held it in 9 quarters. The position peaked at $303K in Q3 2021. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Sargent Bickham Lagudis reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 3,635 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $115K.
Sargent Bickham Lagudis first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and held it in 9 quarters.
Sargent Bickham Lagudis's iShares Preferred and Income Securities ETF position peaked at $303K in Q3 2021.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.