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iShares S&P US Pref Stock Idx Fnd shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $485k 15k 33.48
2024-06-30 $446k 14k 31.39
2024-03-31 $488k 16k 31.45
2023-09-30 $463k 16k 29.76
2023-06-30 $458k 15k 30.71
2023-03-31 $456k 15k 30.93

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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
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TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
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Ishares Core Msci Emkt (IEMG)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

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