Signature Wealth Management Partners’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
2023
Q3
Sell
-7,029
Closed -$217K 99
2023
Q2
$217K Buy
7,029
+46
+0.7% +$1.41K 0.2% 90
2023
Q1
$218K Sell
6,983
-1,031
-13% -$33.1K 0.2% 92
2022
Q4
$245K Buy
8,014
+63
+0.8% +$1.96K 0.24% 83
2022
Q3
$252K Buy
7,951
+34
+0.4% +$1.14K 0.28% 78
2022
Q2
$260K Buy
7,917
+29
+0.4% +$981 0.27% 82
2022
Q1
$287K Buy
7,888
+13
+0.2% +$478 0.24% 85
2021
Q4
$311K Buy
7,875
+16
+0.2% +$622 0.26% 81
2021
Q3
$305K Buy
7,859
+1,074
+16% +$42.1K 0.28% 81
2021
Q2
$267K Buy
6,785
+13
+0.2% +$504 0.24% 89
2021
Q1
$260K Buy
6,772
+9
+0.1% +$341 0.25% 83
2020
Q4
$260K Buy
+6,763
New +$253K 0.26% 77

Other funds holding PFF

Signature Wealth Management Partners's PFF Position: Q3 2023 in Review

Signature Wealth Management Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 7,029 shares — an estimated $217K sold.

Signature Wealth Management Partners first reported a position in PFF in Q4 2020 and held it in 11 quarters. The position peaked at $311K in Q4 2021. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

  • Signature Wealth Management Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
  • Signature Wealth Management Partners sold 7,029 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $217K.
  • Signature Wealth Management Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 11 quarters.
  • Signature Wealth Management Partners's iShares Preferred and Income Securities ETF position peaked at $311K in Q4 2021.
  • 957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Signature Wealth Management Partners's 13F filing for Q3 2023, filed 24 Oct 2023.