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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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
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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Amazon (AMZN)
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Alphabet Cap Stk Cl C (GOOG)
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Meta Platforms Cl A (META)
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Adobe Systems Incorporated (ADBE)
Boeing Company (BA)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Balboa Wealth Partners

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Commonwealth Equity Services
Wright Fund Managment
Orgel Wealth Management
Branch Banking & Trust Company
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft
Janney Montgomery Scott

View all funds holding iShares S&P US Pref Stock Idx Fnd