Surevest’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
2022
Q3
$26K Hold
815
0.01% 224
2022
Q2
$27K Hold
815
0.01% 239
2022
Q1
$30K Hold
815
0.01% 211
2021
Q4
$32K Buy
+815
New +$31.7K 0.01% 209

Other funds holding PFF

Surevest's PFF Position: Q3 2022 in Review

Surevest held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2022 at 815 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #224.

Surevest first reported a position in PFF in Q4 2021 and has held it in 4 quarters since. The position peaked at $32K in Q4 2021. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

  • Surevest held 815 shares of iShares Preferred and Income Securities ETF worth $26K as of Q3 2022.
  • Surevest left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2022.
  • iShares Preferred and Income Securities ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #224 holding.
  • Surevest first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares Preferred and Income Securities ETF position peaked at $32K in Q4 2021.
  • 950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.