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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,198	Closed	-$36.8K	–	426
2025 Q1	$36.8K	Sell	1,198 -427	-26%	-$13.1K	0.02%	259
2024 Q4	$51.1K	Buy	+1,625	New	+$51.1K	0.02%	235