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iShares S&P US Pref Stock Idx Fnd shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Oakmont Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 1.2M 33.23
2024-06-30 $37M 1.2M 31.55
2024-03-31 $38M 1.2M 32.23
2023-12-31 $36M 1.1M 31.19
2023-09-30 $34M 1.1M 30.15
2023-06-30 $32M 1.0M 30.93
2023-03-31 $842k 27k 31.22
2022-12-31 $843k 28k 30.53
2022-09-30 $6.3M 200k 31.67
2022-06-30 $6.5M 199k 32.88
2022-03-31 $9.7M 268k 36.42
2021-12-31 $12M 306k 39.43
2021-09-30 $12M 296k 38.81
2021-06-30 $8.4M 214k 39.34
2021-03-31 $5.8M 151k 38.40
2020-12-31 $4.6M 119k 38.51
2020-09-30 $4.4M 122k 36.45
2020-06-30 $4.5M 130k 34.64
2020-03-31 $4.2M 131k 31.84
2019-12-31 $5.6M 149k 37.59
2019-09-30 $5.7M 151k 37.53
2019-06-30 $5.6M 151k 36.85
2019-03-31 $424k 152k 2.79
2018-12-31 $8.9M 240k 37.01
2018-09-30 $9.2M 248k 37.13
2018-06-30 $9.2M 245k 37.71
2018-03-31 $8.6M 230k 37.56
2017-12-31 $8.4M 219k 38.07
2017-09-30 $8.1M 209k 38.81
2017-06-30 $8.0M 205k 39.17
2017-03-31 $7.9M 203k 38.70
2016-12-31 $7.5M 201k 37.21
2016-09-30 $8.0M 202k 39.50
2016-06-30 $7.9M 199k 39.89
2016-03-31 $7.2M 184k 39.03
2015-12-31 $7.0M 181k 38.85
2015-09-30 $6.9M 178k 38.60
2015-06-30 $6.4M 163k 39.17
2015-03-31 $5.6M 140k 40.11
2014-12-31 $4.5M 115k 39.48

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Ishares Tr Russell 2000 Etf (IWM)
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JPMorgan Chase & Co. (JPM)

View all positions for Oakmont Partners

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