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iShares S&P US Pref Stock Idx Fnd shares owned by Beacon Financial

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $625k 20k 31.44
2024-09-30 $686k 21k 33.23
2024-06-30 $647k 21k 31.55
2024-03-31 $705k 22k 32.23
2023-12-31 $713k 23k 31.19
2023-09-30 $341k 11k 30.72
2023-06-30 $358k 12k 30.64
2023-03-31 $348k 11k 31.08
2022-12-31 $371k 12k 30.70
2022-09-30 $370k 12k 31.74
2022-06-30 $383k 12k 32.85
2022-03-31 $405k 11k 36.49
2021-12-31 $529k 14k 39.10
2021-09-30 $574k 15k 38.93
2021-06-30 $487k 13k 39.07
2021-03-31 $2.7M 71k 38.25
2020-12-31 $2.7M 71k 38.25
2020-09-30 $2.7M 73k 36.45
2020-06-30 $2.6M 74k 34.51
2020-03-31 $2.4M 76k 31.80
2019-12-31 $2.9M 78k 37.60
2019-09-30 $2.9M 78k 37.41
2019-06-30 $3.1M 85k 36.85
2019-03-31 $3.7M 100k 36.55
2018-12-31 $6.0M 178k 33.90
2018-09-30 $843k 23k 37.13
2018-06-30 $818k 22k 37.69
2018-03-31 $866k 23k 37.57
2017-12-31 $983k 26k 38.09
2017-09-30 $1.3M 33k 38.82
2017-06-30 $1.4M 36k 39.07
2017-03-31 $1.6M 41k 38.66
2016-12-31 $2.0M 55k 37.20
2016-09-30 $2.3M 59k 39.34
2016-06-30 $18M 445k 39.75
2016-03-31 $17M 439k 38.99
2015-12-31 $18M 454k 38.88
2015-09-30 $17M 431k 38.47
2015-06-30 $17M 432k 39.10
2015-03-31 $15M 373k 40.11
2014-12-31 $13M 330k 39.39
2014-09-30 $13M 322k 39.47
2014-06-30 $13M 313k 39.91
2014-03-31 $12M 301k 38.97
2013-12-31 $10M 279k 36.85
2013-09-30 $15M 403k 37.85

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Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
BlackRock
Raymond James Financial
Ameriprise Financial
Us Bancorp
Jpmorgan Chase & Co
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors

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