TPB Wealth Advisors’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
2022
Q2
Sell
-39,955
Closed -$1.46M 51
2022
Q1
$1.46M Buy
39,955
+1,281
+3% +$47.1K 0.55% 28
2021
Q4
$1.52M Buy
38,674
+6,804
+21% +$264K 0.74% 27
2021
Q3
$1.24M Sell
31,870
-6,505
-17% -$255K 0.9% 23
2021
Q2
$1.51M Sell
38,375
-1,625
-4% -$62.9K 0.97% 21
2021
Q1
$1.5M Buy
+40,000
New +$1.52M 1.29% 18

Other funds holding PFF

TPB Wealth Advisors's PFF Position: Q2 2022 in Review

TPB Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 39,955 shares — an estimated $1.46M sold.

TPB Wealth Advisors first reported a position in PFF in Q1 2021 and held it in 5 quarters. The position peaked at $1.52M in Q4 2021. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • TPB Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • TPB Wealth Advisors sold 39,955 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $1.46M.
  • TPB Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and held it in 5 quarters.
  • TPB Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.52M in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on TPB Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.