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
2026 Q1	$1.66M	Sell	54,904 -3,391	-6%	-$106K	0.11%	141
2025 Q4	$1.8M	Sell	58,295 -4,783	-8%	-$149K	0.12%	134
2025 Q3	$1.99M	Sell	63,078 -1,798	-3%	-$56.5K	0.14%	136
2025 Q2	$1.99M	Sell	64,876 -1,849	-3%	-$55.7K	0.15%	133
2025 Q1	$2.05M	Sell	66,725 -1,954	-3%	-$61.6K	0.17%	123
2024 Q4	$2.16M	Sell	68,679 -4,108	-6%	-$134K	0.17%	117
2024 Q3	$2.42M	Sell	72,787 -2,176	-3%	-$70K	0.2%	114
2024 Q2	$2.37M	Sell	74,963 -11,272	-13%	-$355K	0.24%	94
2024 Q1	$2.78M	Sell	86,235 -2,721	-3%	-$86.7K	0.3%	78
2023 Q4	$2.77M	Buy	88,956 +1,243	+1%	+$37.1K	0.31%	81
2023 Q3	$2.64M	Buy	87,713 +1,740	+2%	+$53.2K	0.33%	70
2023 Q2	$2.66M	Sell	85,973 -6,165	-7%	-$189K	0.35%	68
2023 Q1	$2.88M	Buy	92,138 +3,182	+4%	+$102K	0.39%	63
2022 Q4	$2.77M	Buy	88,956 +517	+0.6%	+$16.1K	0.31%	81
2022 Q3	$2.8M	Sell	88,439 -1,585	-2%	-$53.1K	0.63%	47
2022 Q2	$2.96M	Sell	90,024 -132	-0.1%	-$4.47K	0.62%	46
2022 Q1	$3.28M	Sell	90,156 -5,400	-6%	-$199K	0.62%	47
2021 Q4	$3.77M	Sell	95,556 -7,485	-7%	-$291K	0.71%	38
2021 Q3	$4M	Buy	103,041 +3,065	+3%	+$120K	0.84%	37
2021 Q2	$3.93M	Buy	99,976 +4,123	+4%	+$160K	0.83%	39
2021 Q1	$3.68M	Sell	95,853 -1,626	-2%	-$61.7K	0.86%	36
2020 Q4	$3.75M	Sell	97,479 -274	-0.3%	-$10.2K	0.92%	34
2020 Q3	$3.56M	Buy	97,753 +1,249	+1%	+$44.9K	0.94%	32
2020 Q2	$3.34M	Buy	96,504 +3,162	+3%	+$108K	0.94%	33
2020 Q1	$2.97M	Sell	93,342 -27,055	-22%	-$970K	1.03%	31
2019 Q4	$4.53M	Buy	120,397 +21,834	+22%	+$814K	1.28%	21
2019 Q3	$3.7M	Buy	98,563 +6,578	+7%	+$245K	1.1%	26
2019 Q2	$3.39M	Buy	+91,985	New	+$3.37M	1%	30