West Branch Capital’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
2022
Q1
Sell
-582
Closed -$23K 456
2021
Q4
$23K Sell
582
-472
-45% -$18.3K 0.01% 254
2021
Q3
$41K Buy
1,054
+5
+0.5% +$196 0.02% 197
2021
Q2
$41K Buy
+1,049
New +$40.6K 0.02% 206

Other funds holding PFF

West Branch Capital's PFF Position: Q1 2022 in Review

West Branch Capital sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 582 shares — an estimated $23K sold.

West Branch Capital first reported a position in PFF in Q2 2021 and held it in 3 quarters. The position peaked at $41K in Q3 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

  • West Branch Capital reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
  • West Branch Capital sold 582 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $23K.
  • West Branch Capital first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and held it in 3 quarters.
  • West Branch Capital's iShares Preferred and Income Securities ETF position peaked at $41K in Q3 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on West Branch Capital's 13F filing for Q1 2022, filed 3 May 2022.