TPM
PFF icon

Triasima Portfolio Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Triasima Portfolio Management’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
2021
Q4 		– Sell
-9,090
Closed -$353K – 166
2021
Q3 		$353K Hold
9,090
– – 0.02% 135
2021
Q2 		$358K Hold
9,090
– – 0.02% 154
2021
Q1 		$349K Sell
9,090
-1,460
-14% -$55.4K 0.02% 153
2020
Q4 		$406K Buy
+10,550
New +$394K 0.02% 140

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triasima Portfolio Management's PFF Position: Q4 2021 in Review

Triasima Portfolio Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2021, closing a stake of 9,090 shares — an estimated $353K sold.

Triasima Portfolio Management first reported a position in PFF in Q4 2020 and held it in 4 quarters. The position peaked at $406K in Q4 2020. 1,102 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

  • Triasima Portfolio Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Triasima Portfolio Management sold 9,090 iShares Preferred and Income Securities ETF shares in Q4 2021, an estimated $353K.
  • Triasima Portfolio Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 4 quarters.
  • Triasima Portfolio Management's iShares Preferred and Income Securities ETF position peaked at $406K in Q4 2020.
  • 1,102 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on Triasima Portfolio Management's 13F filing for Q4 2021, filed 20 Jul 2022.