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iShares S&P US Pref Stock Idx Fnd shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 56k 31.19
2023-09-30 $1.7M 57k 30.15
2023-06-30 $509k 17k 30.93
2023-03-31 $514k 17k 31.22
2022-12-31 $503k 17k 30.53
2022-09-30 $522k 17k 31.69
2022-06-30 $758k 23k 32.89
2021-09-30 $701k 18k 38.84
2020-03-31 $456k 14k 31.84

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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