Traverso Chambers Private Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
Traverso Chambers Private Wealth Management's PFF Position: Q4 2023 in Review
Traverso Chambers Private Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 6% in Q4 2023, buying an estimated $437K and bringing the position to 258,799 shares worth $8.07M. The position accounts for 1.96% of the portfolio, ranked #16.
Traverso Chambers Private Wealth Management first reported a position in PFF in Q4 2018 and has held it in 21 quarters since. The position peaked at $11.6M in Q1 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.
- Traverso Chambers Private Wealth Management held 258,799 shares of iShares Preferred and Income Securities ETF worth $8.07M as of Q4 2023.
- Traverso Chambers Private Wealth Management bought 14,618 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $437K.
- iShares Preferred and Income Securities ETF made up 1.96% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #16 holding.
- Traverso Chambers Private Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and has held it in 21 quarters since.
- Traverso Chambers Private Wealth Management's iShares Preferred and Income Securities ETF position peaked at $11.6M in Q1 2023.
- 1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.
Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.