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iShares S&P US Pref Stock Idx Fnd shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $803k 25k 31.62
2025-06-30 $267k 8.7k 30.68
2025-03-31 $258k 8.4k 30.73
2024-12-31 $629k 20k 31.82

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Apple (AAPL)
Coca-Cola Company (KO)
Citizens Financial (CFG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Boston Scientific Corporation (BSX)
Corcept Therapeutics Incorporated (CORT)
Eli Lilly & Co. (LLY)

View all positions for Synergy Financial Management

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

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bramshill Investments
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Mariner Wealth Advisors
First Interstate Bank
Raymond James Financial
BlackRock
Charles Schwab Investment Management
CliftonLarsonAllen Wealth Advisors
Us Bancorp
Cetera Investment Advisers

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