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

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

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $106k 3.5k 30.61
2025-03-31 $97k 3.2k 30.72
2024-12-31 $99k 3.2k 31.35
2024-09-30 $104k 3.2k 32.93
2024-06-30 $99k 3.2k 31.35
2024-03-31 $102k 3.2k 32.30
2023-09-30 $95k 3.2k 30.08
2019-12-31 $1.9M 50k 37.60

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

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

Wells Fargo & Company
LPL Financial
Bramshill Investments
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
First Interstate Bank
Raymond James Financial
BlackRock
Charles Schwab Investment Management
CliftonLarsonAllen Wealth Advisors
Us Bancorp
Cetera Investment Advisers
Branch Banking & Trust Company

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