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

TCWP’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
2022 Q2	–	Sell	-1,225	Closed	-$44K	–	1322
2022 Q1	$44K	Buy	+1,225	New	+$45K	0.01%	512

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

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

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

TCWP's PFF Position: Q2 2022 in Review

TCWP sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 1,225 shares — an estimated $44K sold.

TCWP first reported a position in PFF in Q1 2022 and held it in 1 quarter. The position peaked at $44K in Q1 2022. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

TCWP reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,225 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $44K.
TCWP first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares Preferred and Income Securities ETF position peaked at $44K in Q1 2022.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.