Security National Bank of Sioux City Iowa’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Security National Bank of Sioux City Iowa’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	-10,680	Closed	-$330K	–	95
2023 Q2	$330K	Buy	+10,680	New	+$327K	0.25%	73
2022 Q4	$404K	Sell	13,230 -400	-3%	-$12.4K	0.31%	71
2022 Q3	$431K	Hold	13,630	–	–	0.38%	64
2022 Q2	$448K	Hold	13,630	–	–	0.38%	64
2022 Q1	$496K	Hold	13,630	–	–	0.37%	60
2021 Q4	$537K	Hold	13,630	–	–	0.37%	64
2021 Q3	$528K	Buy	+13,630	New	+$535K	0.41%	62
2021 Q2	–	Sell	-13,630	Closed	-$523K	–	119
2021 Q1	$523K	Hold	13,630	–	–	0.42%	59
2020 Q4	$525K	Hold	13,630	–	–	0.45%	61
2020 Q3	$497K	Hold	13,630	–	–	0.47%	56
2020 Q2	$472K	Hold	13,630	–	–	0.51%	54
2020 Q1	$434K	Sell	13,630 -4,084	-23%	-$146K	0.56%	53
2019 Q4	$666K	Hold	17,714	–	–	0.65%	55
2019 Q3	$665K	Hold	17,714	–	–	0.76%	46
2019 Q2	$653K	Buy	17,714 +1,355	+8%	+$49.6K	0.77%	46
2019 Q1	$598K	Buy	16,359 +3,005	+23%	+$108K	0.69%	50
2018 Q4	$457K	Hold	13,354	–	–	0.47%	58
2018 Q3	$496K	Sell	13,354 -26	-0.2%	-$975	0.44%	61
2018 Q2	$504K	Buy	13,380 +400	+3%	+$14.9K	0.47%	63
2018 Q1	$488K	Buy	12,980 +500	+4%	+$18.8K	0.46%	69
2017 Q4	$475K	Hold	12,480	–	–	0.43%	72
2017 Q3	$484K	Hold	12,480	–	–	0.47%	70
2017 Q2	$489K	Buy	12,480 +1,380	+12%	+$53.7K	0.48%	72
2017 Q1	$430K	Buy	11,100 +675	+6%	+$25.8K	0.42%	74
2016 Q4	$388K	Buy	10,425 +961	+10%	+$36.5K	0.4%	69
2016 Q3	$374K	Sell	9,464 -11	-0.1%	-$439	0.42%	68
2016 Q2	$378K	Sell	9,475 -100	-1%	-$3.92K	0.43%	65
2016 Q1	$373K	Hold	9,575	–	–	0.44%	64
2015 Q4	$372K	Buy	9,575 +100	+1%	+$3.89K	0.37%	67
2015 Q3	$366K	Hold	9,475	–	–	0.43%	64
2015 Q2	$371K	Hold	9,475	–	–	0.4%	65
2015 Q1	$380K	Buy	9,475 +1,250	+15%	+$49.8K	0.41%	65
2014 Q4	$325K	Hold	8,225	–	–	0.36%	67
2014 Q3	$325K	Hold	8,225	–	–	0.36%	66
2014 Q2	$328K	Hold	8,225	–	–	0.37%	64
2014 Q1	$321K	Hold	8,225	–	–	0.38%	65
2013 Q4	$303K	Buy	8,225 +650	+9%	+$24.5K	0.37%	64
2013 Q3	$288K	Buy	+7,575	New	+$290K	0.42%	61

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Security National Bank of Sioux City Iowa's PFF Position: Q3 2023 in Review

Security National Bank of Sioux City Iowa sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 10,680 shares — an estimated $330K sold.

Security National Bank of Sioux City Iowa first reported a position in PFF in Q3 2013 and held it in 38 quarters. The position peaked at $666K in Q4 2019. 958 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Security National Bank of Sioux City Iowa reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 10,680 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $330K.
Security National Bank of Sioux City Iowa first reported a position in iShares Preferred and Income Securities ETF in Q3 2013 and held it in 38 quarters.
Security National Bank of Sioux City Iowa's iShares Preferred and Income Securities ETF position peaked at $666K in Q4 2019.
958 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2023, filed 13 Nov 2023.