WLIM
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White Lighthouse Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

White Lighthouse Investment Management’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
Q2 		– Sell
-7,160
Closed -$261K – 114
2022
Q1 		$261K Sell
7,160
-669
-9% -$24.6K 0.07% 99
2021
Q4 		$309K Hold
7,829
– – 0.08% 97
2021
Q3 		$304K Hold
7,829
– – 0.08% 93
2021
Q2 		$308K Buy
7,829
+200
+3% +$7.75K 0.08% 94
2021
Q1 		$293K Buy
7,629
+1,200
+19% +$45.5K 0.09% 93
2020
Q4 		$248K Sell
6,429
-305
-5% -$11.4K 0.08% 102
2020
Q3 		$245K Sell
6,734
-1,382
-17% -$49.7K 0.08% 106
2020
Q2 		$281K Sell
8,116
-727
-8% -$24.8K 0.1% 97
2020
Q1 		$282K Sell
8,843
-4,660
-35% -$167K 0.12% 98
2019
Q4 		$508K Buy
13,503
+1,256
+10% +$46.9K 0.19% 78
2019
Q3 		$460K Buy
12,247
+734
+6% +$27.3K 0.19% 82
2019
Q2 		$424K Buy
11,513
+700
+6% +$25.6K 0.18% 82
2019
Q1 		$395K Sell
10,813
-1,125
-9% -$40.4K 0.18% 82
2018
Q4 		$409K Sell
11,938
-1,850
-13% -$65.5K 0.22% 76
2018
Q3 		$512K Buy
13,788
+1,700
+14% +$63.8K 0.26% 70
2018
Q2 		$456K Sell
12,088
-5,810
-32% -$216K 0.25% 70
2018
Q1 		$672K Hold
17,898
– – 0.39% 61
2017
Q4 		$681K Buy
+17,898
New +$687K 0.39% 59

Other funds holding PFF

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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

White Lighthouse Investment Management's PFF Position: Q2 2022 in Review

White Lighthouse Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 7,160 shares — an estimated $261K sold.

White Lighthouse Investment Management first reported a position in PFF in Q4 2017 and held it in 18 quarters. The position peaked at $681K in Q4 2017. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

  • White Lighthouse Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • White Lighthouse Investment Management sold 7,160 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $261K.
  • White Lighthouse Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 18 quarters.
  • White Lighthouse Investment Management's iShares Preferred and Income Securities ETF position peaked at $681K in Q4 2017.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on White Lighthouse Investment Management's 13F filing for Q2 2022, filed 20 Jul 2022.