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Sugarloaf Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$39.3K Hold
1,250
– – 0.01% 324
2024
Q3 		$41.5K Hold
1,250
– – 0.01% 321
2024
Q2 		$39.4K Sell
1,250
-156
-11% -$4.91K 0.01% 320
2024
Q1 		$45.3K Sell
1,406
-640
-31% -$20.4K 0.01% 301
2023
Q4 		$63.8K Buy
2,046
+640
+46% +$19.1K 0.02% 260
2023
Q3 		$42.4K Sell
1,406
-354
-20% -$10.8K 0.01% 305
2023
Q2 		$54.4K Sell
1,760
-255
-13% -$7.8K 0.01% 279
2023
Q1 		$62.9K Buy
2,015
+4
+0.2% +$128 0.02% 259
2022
Q4 		$61.4K Sell
2,011
-3,819
-66% -$119K 0.02% 255
2022
Q3 		$185K Buy
5,830
+1,550
+36% +$52K 0.05% 128
2022
Q2 		$141K Sell
4,280
-2,034
-32% -$68.8K 0.04% 152
2022
Q1 		$230K Sell
6,314
-1,911
-23% -$70.3K 0.05% 113
2021
Q4 		$324K Buy
8,225
+73
+0.9% +$2.84K 0.08% 97
2021
Q3 		$316K Buy
8,152
+3,076
+61% +$121K 0.08% 98
2021
Q2 		$200K Buy
5,076
+4,363
+612% +$169K 0.05% 125
2021
Q1 		$84 Sell
713
-1,147
-62% -$43.5K 0.03% 212
2020
Q4 		$72K Hold
1,860
– – 0.02% 213
2020
Q3 		$68K Hold
1,860
– – 0.02% 195
2020
Q2 		$64K Hold
1,860
– – 0.02% 201
2020
Q1 		$59K Sell
1,860
-1,250
-40% -$44.8K 0.03% 205
2019
Q4 		$117K Buy
+3,110
New +$116K 0.05% 161

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sugarloaf Wealth Management's PFF Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q4 2024 at 1,250 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #324.

Sugarloaf Wealth Management first reported a position in PFF in Q4 2019 and has held it in 21 quarters since. The position peaked at $324K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Sugarloaf Wealth Management held 1,250 shares of iShares Preferred and Income Securities ETF worth $39.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q4 2024.
  • iShares Preferred and Income Securities ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #324 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Preferred and Income Securities ETF position peaked at $324K in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.