Squar Milner Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-22,681	Closed	-$786K	–	143
2020 Q2	$786K	Sell	22,681 -1,300	-5%	-$44.3K	0.45%	56
2020 Q1	$763K	Sell	23,981 -4,300	-15%	-$154K	0.46%	36
2019 Q4	$1.06M	Buy	28,281 +6,486	+30%	+$242K	0.53%	29
2019 Q3	$794K	Sell	21,795 -12,061	-36%	-$449K	0.41%	66
2019 Q2	$1.25M	Sell	33,856 -6,786	-17%	-$249K	0.84%	17
2019 Q1	$1.49M	Buy	40,642 +152	+0.4%	+$5.46K	1.1%	15
2018 Q4	$1.39M	Sell	40,490 -200	-0.5%	-$7.08K	1.33%	10
2018 Q3	$1.51M	Sell	40,690 -450	-1%	-$16.9K	1.36%	8
2018 Q2	$1.55M	Buy	41,140 +1,470	+4%	+$54.8K	1.37%	8
2018 Q1	$1.49M	Buy	39,670 +811	+2%	+$30.4K	1.88%	7
2017 Q4	$1.46M	Buy	+38,859	New	+$1.49M	1.77%	9

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Squar Milner Financial Services's PFF Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2020, closing a stake of 22,681 shares — an estimated $786K sold.

Squar Milner Financial Services first reported a position in PFF in Q4 2017 and held it in 11 quarters. The position peaked at $1.55M in Q2 2018. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 22,681 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $786K.
Squar Milner Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Preferred and Income Securities ETF position peaked at $1.55M in Q2 2018.
815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.