Sterling Financial Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sterling Financial Planning’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
2022 Q4	–	Sell	-18,944	Closed	-$600K	–	91
2022 Q3	$600K	Sell	18,944 -220	-1%	-$7.38K	0.42%	45
2022 Q2	$630K	Sell	19,164 -301	-2%	-$10.2K	0.44%	42
2022 Q1	$709K	Buy	19,465 +118	+0.6%	+$4.34K	0.45%	42
2021 Q4	$763K	Buy	19,347 +82	+0.4%	+$3.19K	0.48%	39
2021 Q3	$748K	Sell	19,265 -343	-2%	-$13.5K	0.48%	36
2021 Q2	$771K	Sell	19,608 -432	-2%	-$16.7K	0.5%	38
2021 Q1	$770K	Sell	20,040 -2,243	-10%	-$85.1K	0.55%	34
2020 Q4	$858K	Buy	+22,283	New	+$833K	0.69%	29

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Sterling Financial Planning's PFF Position: Q4 2022 in Review

Sterling Financial Planning sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 18,944 shares — an estimated $600K sold.

Sterling Financial Planning first reported a position in PFF in Q4 2020 and held it in 8 quarters. The position peaked at $858K in Q4 2020. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Sterling Financial Planning reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Sterling Financial Planning sold 18,944 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $600K.
Sterling Financial Planning first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 8 quarters.
Sterling Financial Planning's iShares Preferred and Income Securities ETF position peaked at $858K in Q4 2020.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Sterling Financial Planning's 13F filing for Q4 2022, filed 7 Feb 2023.