iShares S&P US Pref Stock Idx Fnd shares owned by Montis Financial
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in iShares S&P US Pref Stock Idx Fnd
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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 180k | 31.62 |
| 2025-06-30 | $31M | 1.0M | 30.68 |
| 2025-03-31 | $27M | 873k | 30.73 |
| 2024-12-31 | $24M | 775k | 31.44 |
| 2024-09-30 | $26M | 778k | 33.23 |
| 2024-06-30 | $25M | 780k | 31.55 |
| 2024-03-31 | $25M | 772k | 32.23 |
| 2023-12-31 | $9.8M | 315k | 31.19 |
| 2023-09-30 | $11M | 380k | 30.15 |
| 2023-06-30 | $10M | 336k | 30.93 |
| 2023-03-31 | $3.3M | 106k | 31.22 |
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