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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$709K Buy
23,121
+4,846
+27% +$149K 0.36% 67
2025
Q1
$562K Buy
18,275
+47
+0.3% +$1.44K 0.38% 63
2024
Q4
$573K Buy
18,228
+6,733
+59% +$212K 0.4% 63
2024
Q3
$382K Buy
11,495
+309
+3% +$10.3K 0.29% 72
2024
Q2
$353K Buy
11,186
+2,985
+36% +$94.2K 0.29% 71
2024
Q1
$264K Buy
8,201
+252
+3% +$8.12K 0.23% 79
2023
Q4
$248K Buy
+7,949
New +$248K 0.24% 77