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iShares S&P US Pref Stock Idx Fnd shares owned by Karpas Strategies

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

Historical chart of Karpas Strategies 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 Karpas Strategies 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 Karpas Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $271k 8.6k 31.55
2024-03-31 $277k 8.6k 32.23
2023-12-31 $268k 8.6k 31.19
2023-09-30 $259k 8.6k 30.15
2023-06-30 $265k 8.6k 30.93
2023-03-31 $267k 8.6k 31.22
2022-12-31 $261k 8.6k 30.53
2022-09-30 $600k 19k 31.66
2022-06-30 $1.1M 35k 32.88
2022-03-31 $1.3M 35k 36.43
2021-12-31 $1.3M 32k 39.44
2021-09-30 $1.3M 32k 39.35
2021-06-30 $1.2M 32k 39.34
2021-03-31 $1.3M 34k 38.40
2020-12-31 $1.3M 34k 38.52
2020-09-30 $1.3M 34k 36.45
2020-06-30 $1.2M 34k 34.65
2020-03-31 $1.1M 34k 31.85
2019-12-31 $1.3M 33k 37.60
2019-09-30 $836k 22k 37.53
2019-06-30 $821k 22k 36.86
2019-03-31 $814k 22k 36.54
2018-12-31 $762k 22k 34.21
2018-09-30 $840k 22k 37.71
2018-06-30 $840k 22k 37.71
2018-03-31 $831k 22k 37.56
2017-12-31 $937k 25k 38.05
2017-09-30 $956k 25k 38.82
2017-06-30 $965k 25k 39.19
2017-03-31 $953k 25k 38.70
2016-12-31 $916k 25k 37.20
2016-09-30 $973k 25k 39.51
2016-06-30 $982k 25k 39.88
2016-03-31 $961k 25k 39.03
2015-12-31 $957k 25k 38.86
2015-09-30 $951k 25k 38.62
2015-06-30 $965k 25k 39.19
2015-03-31 $988k 25k 40.12
2014-12-31 $971k 25k 39.43
2014-09-30 $973k 25k 39.51
2014-06-30 $983k 25k 39.92
2014-03-31 $961k 25k 39.03
2013-12-31 $907k 25k 36.83
2013-09-30 $936k 25k 38.01
2013-06-30 $967k 25k 39.27
2013-03-31 $998k 25k 40.53
2012-12-31 $991k 25k 39.60
2012-09-30 $566k 14k 39.86
2012-03-31 $554k 14k 39.01
2011-12-31 $506k 14k 35.63
2011-09-30 $506k 14k 35.63
2011-06-30 $381k 9.6k 39.69
2011-03-31 $381k 9.6k 39.69
2010-12-31 $310k 8.0k 38.75

More positions owned by Karpas Strategies

Brookfield Corp Cl A Ltd Vt Sh Stock (BN)
Johnson & Johnson Stock (JNJ)
Charles Schwab Corp Stock (SCHW)
Merck & Co Stock (MRK)
Oneok Stock (OKE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)
Texas Instrs Stock (TXN)
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)
Mplx Lp Com Unit Rep Stock (MPLX)
Cimpress Plc Shs Euro Stock (CMPR)
Fiserv Stock (FI)
Microsoft Corp Stock (MSFT)
Liberty Global Ltd Com Cl C Stock (LBTYK)
Jefferies Finl Group Stock (JEF)

View all positions for Karpas Strategies

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

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