WT Wealth Management’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
2021
Q1
Sell
-34,029
Closed -$1.31M 127
2020
Q4
$1.31M Buy
34,029
+27,336
+408% +$1.02M 0.71% 52
2020
Q3
$243K Buy
+6,693
New +$241K 0.16% 99
2020
Q1
Sell
-10,065
Closed -$378K 79
2019
Q4
$378K Buy
10,065
+2,645
+36% +$98.7K 0.29% 63
2019
Q3
$278K Buy
+7,420
New +$276K 0.24% 70

Other funds holding PFF

WT Wealth Management's PFF Position: Q1 2021 in Review

WT Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 34,029 shares — an estimated $1.31M sold.

WT Wealth Management first reported a position in PFF in Q3 2019 and held it in 4 quarters. The position peaked at $1.31M in Q4 2020. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

  • WT Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
  • WT Wealth Management sold 34,029 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $1.31M.
  • WT Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and held it in 4 quarters.
  • WT Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.31M in Q4 2020.
  • 953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on WT Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.