Summit Trail 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 | $250K | Hold |
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|
2025
Q2 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $74K | Buy |
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