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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
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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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Ig Floating Rate (FLTR)

View all positions for Montis Financial

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

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Wright Fund Managment
Commonwealth Equity Services
Orgel Wealth Management
Branch Banking & Trust Company
First Interstate Bank
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft

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