iShares S&P US Pref Stock Idx Fnd shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in iShares S&P US Pref Stock Idx Fnd
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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 59k | 31.62 |
| 2025-06-30 | $2.1M | 67k | 30.68 |
| 2025-03-31 | $2.5M | 81k | 30.73 |
| 2024-12-31 | $2.9M | 94k | 31.44 |
| 2024-09-30 | $4.7M | 141k | 33.23 |
| 2024-06-30 | $28M | 888k | 31.55 |
| 2024-03-31 | $44M | 1.4M | 32.23 |
| 2023-12-31 | $37M | 1.2M | 31.19 |
| 2023-09-30 | $34M | 1.1M | 30.15 |
| 2023-06-30 | $35M | 1.1M | 30.93 |
| 2023-03-31 | $31M | 978k | 31.22 |
| 2020-12-31 | $11k | 310 | 35.48 |
| 2020-09-30 | $11k | 310 | 35.48 |
| 2020-06-30 | $10k | 310 | 32.26 |
| 2020-03-31 | $9.0k | 310 | 29.03 |
| 2019-12-31 | $11k | 310 | 35.48 |
| 2018-09-30 | $2.4k | 64 | 37.30 |
More positions owned by TRUE Private Wealth Advisors
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