Sound View Wealth Advisors Group’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
2025
Q2
$1.99M Sell
2025
Q1
$2.05M Sell
2024
Q4
$2.16M Sell
2024
Q3
$2.42M Sell
2024
Q2
$2.37M Sell
2024
Q1
$2.78M Sell
2023
Q4
$2.77M Buy
2023
Q3
$2.64M Buy
2023
Q2
$2.66M Sell
2023
Q1
$2.88M Buy
2022
Q4
$2.77M Buy
2022
Q3
$2.8M Sell
2022
Q2
$2.96M Sell
2022
Q1
$3.28M Sell
2021
Q4
$3.77M Sell
2021
Q3
$4M Buy
2021
Q2
$3.93M Buy
2021
Q1
$3.68M Sell
2020
Q4
$3.75M Sell
2020
Q3
$3.56M Buy
2020
Q2
$3.34M Buy
2020
Q1
$2.97M Sell
2019
Q4
$4.53M Buy
2019
Q3
$3.7M Buy
2019
Q2
$3.39M Buy