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

True Link 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
2022 Q1	–	Sell	-1,215	Closed	-$96K	–	234
2021 Q4	$96K	Buy	1,215 +456	+60%	+$17.7K	0.01%	397
2021 Q3	$84K	Sell	759 -67	-8%	-$2.63K	0.01%	403
2021 Q2	$91K	Sell	826 -15	-2%	-$581	0.01%	359
2021 Q1	$93K	Hold	841	–	–	0.01%	419
2020 Q4	$93K	Buy	+841	New	+$31.4K	0.01%	447

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

True Link Financial Advisors's PFF Position: Q1 2022 in Review

True Link Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 1,215 shares — an estimated $96K sold.

True Link Financial Advisors first reported a position in PFF in Q4 2020 and held it in 5 quarters. The position peaked at $96K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

True Link Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
True Link Financial Advisors sold 1,215 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $96K.
True Link Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 5 quarters.
True Link Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $96K in Q4 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.