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WestHill Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WestHill Financial Advisors’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
2021
Q1 		$38K Hold
1,000
– – 0.01% 68
2020
Q4 		$39K Buy
+1,000
New +$37.4K 0.02% 69

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WestHill Financial Advisors's PFF Position: Q1 2021 in Review

WestHill Financial Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2021 at 1,000 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #68.

WestHill Financial Advisors first reported a position in PFF in Q4 2020 and has held it in 2 quarters since. The position peaked at $39K in Q4 2020. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

  • WestHill Financial Advisors held 1,000 shares of iShares Preferred and Income Securities ETF worth $38K as of Q1 2021.
  • WestHill Financial Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2021.
  • iShares Preferred and Income Securities ETF made up 0.01% of WestHill Financial Advisors's portfolio in Q1 2021, its #68 holding.
  • WestHill Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 2 quarters since.
  • WestHill Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $39K in Q4 2020.
  • 953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on WestHill Financial Advisors's 13F filing for Q1 2021, filed 13 Oct 2021.