Tobias Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Tobias Financial Advisors’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
2024 Q2	–	Sell	-486,174	Closed	-$15.7M	–	107
2024 Q1	$15.7M	Buy	486,174 +12,251	+3%	+$391K	3.55%	7
2023 Q4	$14.8M	Sell	473,923 -9,435	-2%	-$282K	3.6%	7
2023 Q3	$14.6M	Buy	483,358 +26,890	+6%	+$822K	3.82%	8
2023 Q2	$14.1M	Buy	456,468 +22,235	+5%	+$680K	3.8%	8
2023 Q1	$13.6M	Buy	+434,233	New	+$13.9M	3.98%	7
2020 Q1	–	Sell	-1,702	Closed	-$63K	–	212
2019 Q4	$63K	Buy	+1,702	New	+$63.5K	0.04%	88

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tobias Financial Advisors's PFF Position: Q2 2024 in Review

Tobias Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 486,174 shares — an estimated $15.7M sold.

Tobias Financial Advisors first reported a position in PFF in Q4 2019 and held it in 6 quarters. The position peaked at $15.7M in Q1 2024. 1,008 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Tobias Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Tobias Financial Advisors sold 486,174 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $15.7M.
Tobias Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 6 quarters.
Tobias Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $15.7M in Q1 2024.
1,008 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Tobias Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.