Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.4M | Buy |
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|
2025
Q2 | $21.9M | Buy |
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|
2025
Q1 | $21.7M | Buy |
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|
2024
Q4 | $21.8M | Buy |
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|
2024
Q3 | $22.9M | Buy |
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|
2024
Q2 | $21.1M | Buy |
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|
2024
Q1 | $20.9M | Buy |
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|
2023
Q4 | $18.9M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17.2M | Buy |
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|
2023
Q1 | $16.1M | Buy |
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|
2022
Q4 | $15.7M | Sell |
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|
2022
Q3 | $16.1M | Sell |
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|
2022
Q2 | $18.9M | Sell |
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|
2022
Q1 | $30.1M | Buy |
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|
2021
Q4 | $30M | Buy |
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|
2021
Q3 | $28.2M | Buy |
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|
2021
Q2 | $27.7M | Buy |
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|
2021
Q1 | $25.4M | Buy |
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|
2020
Q4 | $23.3M | Sell |
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|
2020
Q3 | $23.4M | Buy |
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|
2020
Q2 | $22M | Buy |
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|
2020
Q1 | $18.5M | Buy |
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|
2019
Q4 | $16.8M | Sell |
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|
2019
Q3 | $16.7M | Buy |
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|
2019
Q2 | $16.4M | Buy |
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|
2019
Q1 | $15.2M | Buy |
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|
2018
Q4 | $12.7M | Sell |
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|
2018
Q3 | $15M | Buy |
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|
2018
Q2 | $11.4M | Sell |
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|
2018
Q1 | $11.4M | Buy |
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|
2017
Q4 | $11.2M | Sell |
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|
2017
Q3 | $20.9M | Buy |
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|
2017
Q2 | $17.9M | Buy |
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|
2017
Q1 | $14.1M | Buy |
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|
2016
Q4 | $12.8M | Buy |
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|
2016
Q3 | $13.3M | Buy |
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|
2016
Q2 | $5.72M | Buy |
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|
2016
Q1 | $4.13M | Buy |
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|
2015
Q4 | $3.47M | Buy |
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|
2015
Q3 | $2.44M | Buy |
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|
2015
Q2 | $2.26M | Buy |
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|
2015
Q1 | $2.18M | Buy |
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|
2014
Q4 | $945K | Buy |
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