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iShares S&P US Pref Stock Idx Fnd shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth Advisors 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 Harbor Wealth Advisors 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 Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 170k 33.23
2024-06-30 $5.1M 162k 31.55
2024-03-31 $5.1M 157k 32.23
2023-12-31 $1.0M 32k 31.21
2023-09-30 $4.2M 140k 30.15
2023-06-30 $4.2M 137k 30.93
2023-03-31 $3.1M 101k 31.22
2022-12-31 $2.3M 77k 30.53
2022-06-30 $2.4M 73k 32.88
2022-03-31 $2.6M 72k 36.42
2021-12-31 $2.9M 73k 39.43
2021-09-30 $2.7M 69k 38.81
2021-06-30 $2.6M 66k 39.34
2021-03-31 $2.6M 69k 38.40
2020-12-31 $2.4M 62k 38.50
2020-09-30 $2.2M 61k 36.44
2020-06-30 $2.1M 60k 34.65
2020-03-31 $1.8M 56k 31.84
2019-12-31 $2.0M 54k 37.59
2019-09-30 $2.0M 53k 37.49
2019-06-30 $2.0M 55k 36.84

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Columbia Etf Tr Ii India Consmr Etf (INCO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
International Business Machines (IBM)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Johnson & Johnson (JNJ)

View all positions for Beacon Harbor Wealth Advisors

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

Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
Ameriprise Financial
Us Bancorp
Commonwealth Equity Services
CliftonLarsonAllen Wealth Advisors
Branch Banking & Trust Company
First Interstate Bank
Charles Schwab Investment Management

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