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Synergy Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Synergy Asset Management’s Portfolio PFF Stock Details PFF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
8,687
+307
+4% +$9.42K 0.03% 161
2025
Q1 		$258K Sell
8,380
-11,394
-58% -$350K 0.03% 154
2024
Q4 		$637K Buy
+19,774
New +$637K 0.05% 137