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PFF icon

Unionview LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Unionview LLC’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
Q4 		– Sell
-11,344
Closed -$359K – 81
2022
Q3 		$359K Buy
11,344
+2,922
+35% +$97.9K 0.41% 45
2022
Q2 		$277K Sell
8,422
-23,494
-74% -$795K 0.31% 61
2022
Q1 		$1.16M Buy
+31,916
New +$1.17M 1.09% 19

Other funds holding PFF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Unionview LLC's PFF Position: Q4 2022 in Review

Unionview LLC sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 11,344 shares — an estimated $359K sold.

Unionview LLC first reported a position in PFF in Q1 2022 and held it in 3 quarters. The position peaked at $1.16M in Q1 2022. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

  • Unionview LLC reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Unionview LLC sold 11,344 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $359K.
  • Unionview LLC first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 3 quarters.
  • Unionview LLC's iShares Preferred and Income Securities ETF position peaked at $1.16M in Q1 2022.
  • 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Unionview LLC's 13F filing for Q4 2022, filed 9 Feb 2023.