SHFP
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Second Half Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-16,796
Closed -$519K – 106
2023
Q2 		$519K Buy
+16,796
New +$514K 0.12% 105

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Second Half Financial Partners's PFF Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 16,796 shares — an estimated $519K sold.

Second Half Financial Partners first reported a position in PFF in Q2 2023 and held it in 1 quarter. The position peaked at $519K in Q2 2023. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 16,796 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $519K.
  • Second Half Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares Preferred and Income Securities ETF position peaked at $519K in Q2 2023.
  • 957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.