SA
PFF icon

Strategic Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Strategic Advisors’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
Q4 		– Sell
-5,230
Closed -$202K – 199
2021
Q3 		$202K Hold
5,230
– – 0.04% 175
2021
Q2 		$205K Hold
5,230
– – 0.05% 158
2021
Q1 		$200K Sell
5,230
-1,317
-20% -$50K 0.06% 150
2020
Q4 		$248K Buy
6,547
+18
+0.3% +$673 0.07% 139
2020
Q3 		$239K Sell
6,529
-859
-12% -$30.9K 0.08% 136
2020
Q2 		$263K Sell
7,388
-46
-0.6% -$1.57K 0.1% 124
2020
Q1 		$243K Sell
7,434
-157
-2% -$5.63K 0.11% 129
2019
Q4 		$285K Buy
+7,591
New +$283K 0.1% 142
2018
Q2 		– Sell
-9,143
Closed -$343K – 145
2018
Q1 		$343K Sell
9,143
-1,795
-16% -$67.4K 0.14% 112
2017
Q4 		$416K Sell
10,938
-317
-3% -$12.2K 0.17% 107
2017
Q3 		$437K Buy
11,255
+51
+0.5% +$1.99K 0.19% 108
2017
Q2 		$439K Buy
11,204
+857
+8% +$33.4K 0.2% 103
2017
Q1 		$400K Sell
10,347
-650
-6% -$24.9K 0.19% 101
2016
Q4 		$409K Sell
10,997
-584
-5% -$22.2K 0.21% 94
2016
Q3 		$457K Sell
11,581
-479
-4% -$19.1K 0.26% 93
2016
Q2 		$481K Sell
12,060
-987
-8% -$38.7K 0.28% 91
2016
Q1 		$509K Buy
13,047
+840
+7% +$32.1K 0.29% 93
2015
Q4 		$474K Buy
12,207
+66
+0.5% +$2.57K 0.31% 86
2015
Q3 		$469K Buy
12,141
+71
+0.6% +$2.78K 0.33% 86
2015
Q2 		$473K Sell
12,070
-196
-2% -$7.78K 0.3% 90
2015
Q1 		$490K Sell
12,266
-141
-1% -$5.62K 0.31% 94
2014
Q4 		$489K Buy
12,407
+71
+0.6% +$2.81K 0.32% 97
2014
Q3 		$488K Buy
12,336
+70
+0.6% +$2.77K 0.32% 93
2014
Q2 		$490K Sell
12,266
-563
-4% -$22.2K 0.31% 94
2014
Q1 		$501K Sell
12,829
-448
-3% -$17.1K 0.34% 91
2013
Q4 		$489K Sell
13,277
-43,642
-77% -$1.65M 0.33% 93
2013
Q3 		$2.16M Sell
56,919
-35,880
-39% -$1.37M 1.78% 13
2013
Q2 		$3.63M Buy
+92,799
New +$3.73M 3.25% 2

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Advisors's PFF Position: Q4 2021 in Review

Strategic Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2021, closing a stake of 5,230 shares — an estimated $202K sold.

Strategic Advisors first reported a position in PFF in Q2 2013 and held it in 28 quarters. The position peaked at $3.63M in Q2 2013. 1,101 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

  • Strategic Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Strategic Advisors sold 5,230 iShares Preferred and Income Securities ETF shares in Q4 2021, an estimated $202K.
  • Strategic Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 28 quarters.
  • Strategic Advisors's iShares Preferred and Income Securities ETF position peaked at $3.63M in Q2 2013.
  • 1,101 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on Strategic Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.