Trivium Point Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Buy
62,268
+21,081
+51% +$647K 0.21% 123
2025
Q1
$1.27M Buy
41,187
+4,324
+12% +$133K 0.16% 147
2024
Q4
$1.16M Buy
36,863
+16,753
+83% +$527K 0.15% 155
2024
Q3
$657K Sell
20,110
-1,116
-5% -$36.5K 0.09% 202
2024
Q2
$670K Buy
+21,226
New +$670K 0.1% 190