Selective Wealth Management’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
Sell
-233
Closed -$7K 556
2022
Q3
$7K Hold
233
﹤0.01% 561
2022
Q2
$8K Buy
+233
New +$7.88K ﹤0.01% 588

Other funds holding PFF

Selective Wealth Management's PFF Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 233 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in PFF in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 233 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $7K.
  • Selective Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's iShares Preferred and Income Securities ETF position peaked at $8K in Q2 2022.
  • 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.