TrueWealth Advisors’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 | $579K | Sell |
18,878
-10,238
| -35% | -$314K | 0.17% | 109 |
|
|
2025
Q1 | $895K | Sell |
29,116
-10,183
| -26% | -$313K | 0.29% | 66 |
|
|
2024
Q4 | $1.24M | Sell |
39,299
-9,954
| -20% | -$313K | 0.41% | 56 |
|
|
2024
Q3 | $1.64M | Sell |
49,253
-9,630
| -16% | -$320K | 0.55% | 39 |
|
|
2024
Q2 | $1.86M | Sell |
58,883
-8,617
| -13% | -$272K | 0.69% | 30 |
|
|
2024
Q1 | $2.18M | Sell |
67,500
-76,783
| -53% | -$2.47M | 0.84% | 26 |
|
|
2023
Q4 | $4.5M | Buy |
144,283
+10,586
| +8% | +$330K | 1.74% | 13 |
|
|
2023
Q3 | $4.03M | Sell |
133,697
-6,234
| -4% | -$188K | 1.7% | 13 |
|
|
2023
Q2 | $4.33M | Buy |
139,931
+131,171
| +1,497% | +$4.06M | 1.78% | 15 |
|
|
2023
Q1 | $273K | Sell |
8,760
-56,782
| -87% | -$1.77M | 0.11% | 147 |
|
|
2022
Q4 | $2M | Sell |
65,542
-171
| -0.3% | -$5.22K | 0.88% | 25 |
|
|
2022
Q3 | $2.08M | Buy |
65,713
+2,698
| +4% | +$85.4K | 0.99% | 20 |
|
|
2022
Q2 | $2.07M | Sell |
63,015
-200
| -0.3% | -$6.58K | 0.96% | 24 |
|
|
2022
Q1 | $2.49M | Hold |
63,215
| – | – | 1.12% | 23 |
|
|
2021
Q4 | $2.49M | Buy |
63,215
+2,137
| +3% | +$84.3K | 1.12% | 23 |
|
|
2021
Q3 | $2.37M | Buy |
61,078
+35,611
| +140% | +$1.38M | 1.33% | 19 |
|
|
2021
Q2 | $1M | Sell |
25,467
-123,334
| -83% | -$4.85M | 0.58% | 39 |
|
|
2021
Q1 | $5.75M | Buy |
+148,801
| New | +$5.75M | 3.73% | 7 |
|