Winch Advisory Services’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	$11.5K	Buy	380 +3	+0.8%	+$94	﹤0.01%	302
2025 Q4	$11.7K	Buy	377 +7	+2%	+$218	﹤0.01%	294
2025 Q3	$11.7K	Buy	370 +5	+1%	+$157	﹤0.01%	286
2025 Q2	$11.2K	Buy	365 +7	+2%	+$211	﹤0.01%	286
2025 Q1	$11K	Buy	358 +4	+1%	+$126	﹤0.01%	275
2024 Q4	$11.1K	Buy	354 +7	+2%	+$229	﹤0.01%	286
2024 Q3	$11.5K	Buy	347 +5	+1%	+$161	﹤0.01%	253
2024 Q2	$10.8K	Buy	342 +5	+1%	+$157	﹤0.01%	253
2024 Q1	$10.9K	Buy	337 +4	+1%	+$128	﹤0.01%	253
2023 Q4	$10.4K	Buy	333 +7	+2%	+$209	﹤0.01%	255
2023 Q3	$10K	Buy	326 +5	+2%	+$153	﹤0.01%	251
2023 Q2	$10K	Buy	321 +6	+2%	+$184	﹤0.01%	259
2023 Q1	$10K	Buy	315 +3	+1%	+$96	﹤0.01%	258
2022 Q4	$10K	Buy	312 +8	+3%	+$249	﹤0.01%	238
2022 Q3	$10K	Buy	304 +4	+1%	+$134	﹤0.01%	224
2022 Q2	$10K	Buy	300 +3	+1%	+$102	﹤0.01%	232
2022 Q1	$11K	Buy	297 +2	+0.7%	+$74	﹤0.01%	247
2021 Q4	$12K	Buy	295 +4	+1%	+$155	﹤0.01%	254
2021 Q3	$11K	Buy	291 +3	+1%	+$118	﹤0.01%	264
2021 Q2	$11K	Buy	288 +3	+1%	+$116	﹤0.01%	255
2021 Q1	$11K	Buy	285 +3	+1%	+$114	﹤0.01%	240
2020 Q4	$11K	Sell	282 -201	-42%	-$7.51K	﹤0.01%	223
2020 Q3	$18K	Buy	483 +6	+1%	+$216	0.01%	152
2020 Q2	$17K	Buy	477 +107	+29%	+$3.65K	0.01%	154
2020 Q1	$12K	Buy	370 +2	+0.5%	+$72	0.01%	158
2019 Q4	$14K	Buy	+368	New	+$13.7K	0.01%	181