iShares S&P US Pref Stock Idx Fnd shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $328k | 9.9k | 33.23 |
| 2024-06-30 | $312k | 9.9k | 31.55 |
| 2024-03-31 | $318k | 9.9k | 32.23 |
| 2023-12-31 | $289k | 9.3k | 31.19 |
| 2023-09-30 | $280k | 9.3k | 30.15 |
| 2023-06-30 | $303k | 9.8k | 30.93 |
| 2023-03-31 | $313k | 10k | 31.22 |
| 2022-12-31 | $370k | 12k | 30.53 |
| 2022-09-30 | $384k | 12k | 31.68 |
| 2022-06-30 | $421k | 13k | 32.88 |
| 2021-12-31 | $507k | 13k | 39.41 |
| 2021-03-31 | $470k | 13k | 36.45 |
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