Valley Wealth Managers’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61K	Hold	2,012	–	–	﹤0.01%	211
2025 Q4	$62.3K	Hold	2,012	–	–	﹤0.01%	207
2025 Q3	$63.6K	Hold	2,012	–	–	﹤0.01%	198
2025 Q2	$61.7K	Sell	2,012 -1,318	-40%	-$39.7K	﹤0.01%	191
2025 Q1	$102K	Sell	3,330 -18,922	-85%	-$597K	0.01%	183
2024 Q4	$700K	Buy	22,252 +4,323	+24%	+$141K	0.05%	141
2024 Q3	$596K	Sell	17,929 -18,453	-51%	-$594K	0.04%	149
2024 Q2	$1.15M	Sell	36,382 -52	-0.1%	-$1.64K	0.09%	126
2024 Q1	$1.17M	Sell	36,434 -2,567	-7%	-$81.8K	0.09%	122
2023 Q4	$1.22M	Sell	39,001 -1,633	-4%	-$48.8K	0.09%	120
2023 Q3	$1.23M	Buy	+40,634	New	+$1.24M	0.1%	122