SWS Partners’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 Q1	–	Sell	-11,647	Closed	-$366K	–	111
2024 Q4	$366K	Sell	11,647 -378	-3%	-$12.3K	0.11%	107
2024 Q3	$400K	Hold	12,025	–	–	0.13%	103
2024 Q2	$379K	Hold	12,025	–	–	0.11%	102
2024 Q1	$388K	Hold	12,025	–	–	0.12%	102
2023 Q4	$375K	Buy	12,025 +365	+3%	+$10.9K	0.12%	101
2023 Q3	$352K	Hold	11,660	–	–	0.13%	102
2023 Q2	$361K	Hold	11,660	–	–	0.13%	102
2023 Q1	$364K	Sell	11,660 -111	-0.9%	-$3.56K	0.14%	106
2022 Q4	$359K	Buy	+11,771	New	+$366K	0.17%	79
2018 Q2	–	Sell	-1,170	Closed	-$44K	–	252
2018 Q1	$44K	Buy	1,170 +690	+144%	+$25.9K	0.03%	160
2017 Q4	$18K	Buy	+480	New	+$18.4K	0.01%	235