Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $673K | Sell |
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|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $509K | Hold |
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|
2023
Q1 | $514K | Hold |
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|
2022
Q4 | $503K | Hold |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $758K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $701K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $456K | Buy |
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