Sonora Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sonora Investment Management’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
2021 Q3	$76K	Buy	1,950 +1,000	+105%	+$39.2K	0.01%	342
2021 Q2	$37K	Hold	950	–	–	﹤0.01%	451
2021 Q1	$36K	Sell	950 -1,100	-54%	-$41.7K	﹤0.01%	709
2020 Q4	$79K	Buy	2,050 +500	+32%	+$18.7K	0.01%	481
2020 Q3	$56K	Buy	1,550 +1,100	+244%	+$39.6K	0.01%	539
2020 Q2	$16K	Buy	+450	New	+$15.3K	﹤0.01%	877
2020 Q1	–	Sell	-1,682	Closed	-$63K	–	1720
2019 Q4	$63K	Buy	+1,682	New	+$62.7K	0.01%	443
2019 Q3	–	Sell	-1,200	Closed	-$44K	–	1797
2019 Q2	$44K	Buy	1,200 +416	+53%	+$15.2K	﹤0.01%	589
2019 Q1	$29K	Buy	+784	New	+$28.2K	﹤0.01%	644

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's PFF Position: Q3 2021 in Review

Sonora Investment Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 105% in Q3 2021, buying an estimated $39.2K and bringing the position to 1,950 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #342.

Sonora Investment Management first reported a position in PFF in Q1 2019 and has held it in 9 quarters since. The position peaked at $79K in Q4 2020. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

Sonora Investment Management held 1,950 shares of iShares Preferred and Income Securities ETF worth $76K as of Q3 2021.
Sonora Investment Management bought 1,000 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $39.2K.
iShares Preferred and Income Securities ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #342 holding.
Sonora Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 9 quarters since.
Sonora Investment Management's iShares Preferred and Income Securities ETF position peaked at $79K in Q4 2020.
973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.