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iShares S&P US Pref Stock Idx Fnd shares owned by Kerntke Otto McGlone Wealth Management Group

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Kerntke Otto McGlone Wealth Management Group from 13F filings

Historical chart of Kerntke Otto McGlone Wealth Management Group 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 Kerntke Otto McGlone Wealth Management Group 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 Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $717k 22k 32.23
2023-12-31 $983k 32k 31.19
2023-09-30 $2.6M 86k 30.15
2023-06-30 $2.6M 85k 30.92
2023-03-31 $2.6M 82k 31.22
2022-12-31 $2.4M 80k 30.53
2022-09-30 $2.5M 79k 31.67
2022-06-30 $2.6M 78k 32.88
2021-12-31 $5.4M 138k 39.43
2021-06-30 $5.6M 141k 39.33
2021-03-31 $5.5M 142k 38.40
2020-12-31 $5.4M 141k 38.51
2020-09-30 $5.1M 140k 36.45
2020-06-30 $4.7M 136k 34.64
2020-03-31 $4.9M 153k 31.84
2019-12-31 $7.0M 185k 37.59

More positions owned by Kerntke Otto McGlone Wealth Management Group

Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core Msci Total (IXUS)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Kerntke Otto McGlone Wealth Management Group

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

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Jpmorgan Chase & Co
Envestnet Asset Management
Royal Bank of Canada
Goldman Sachs Group
Mariner Wealth Advisors
BlackRock
Global Assets Advisory
Ameriprise Financial
Cohen & Steers Capital Management
Us Bancorp

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