iShares S&P US Pref Stock Idx Fnd shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in iShares S&P US Pref Stock Idx Fnd
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All positions including iShares S&P US Pref Stock Idx Fnd held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Balboa Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $302k | 9.1k | 33.23 |
2024-06-30 | $708k | 22k | 31.55 |
2024-03-31 | $720k | 22k | 32.23 |
2023-12-31 | $697k | 22k | 31.19 |
2023-09-30 | $636k | 21k | 30.15 |
2023-06-30 | $636k | 21k | 30.93 |
2023-03-31 | $310k | 9.9k | 31.22 |
2022-12-31 | $246k | 8.1k | 30.53 |
2022-09-30 | $240k | 7.6k | 31.70 |
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