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

Sunesis 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
2023 Q1	$472K	Buy	+15,105	New	+$485K	0.34%	39

Other funds holding PFF

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sunesis Advisors's PFF Position: Q1 2023 in Review

Sunesis Advisors opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2023: 15,105 shares worth $472K. The stake represents 0.34% of the portfolio and ranks #39 among its holdings.

951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

Sunesis Advisors held 15,105 shares of iShares Preferred and Income Securities ETF worth $472K as of Q1 2023.
iShares Preferred and Income Securities ETF was a new Sunesis Advisors position in Q1 2023.
iShares Preferred and Income Securities ETF made up 0.34% of Sunesis Advisors's portfolio in Q1 2023, its #39 holding.
951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Sunesis Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.