iShares S&P US Pref Stock Idx Fnd shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust 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 Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $898k | 28k | 31.62 |
| 2021-12-31 | $2.1M | 54k | 39.43 |
| 2021-09-30 | $1.9M | 50k | 38.81 |
| 2021-06-30 | $1.6M | 40k | 39.34 |
| 2021-03-31 | $1.3M | 35k | 38.40 |
| 2020-12-31 | $1.3M | 34k | 38.51 |
| 2020-09-30 | $1.3M | 35k | 36.45 |
| 2020-06-30 | $1.3M | 38k | 34.64 |
| 2020-03-31 | $1.2M | 38k | 31.84 |
| 2019-12-31 | $1.4M | 37k | 37.59 |
Top funds holding iShares S&P US Pref Stock Idx Fnd
View all funds holding iShares S&P US Pref Stock Idx Fnd