iShares S&P US Pref Stock Idx Fnd shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $527k | 17k | 31.62 |
| 2025-06-30 | $579k | 19k | 30.68 |
| 2025-03-31 | $895k | 29k | 30.73 |
| 2024-12-31 | $1.2M | 39k | 31.44 |
| 2024-09-30 | $1.6M | 49k | 33.23 |
| 2024-06-30 | $1.9M | 59k | 31.55 |
| 2024-03-31 | $2.2M | 68k | 32.23 |
| 2023-12-31 | $4.5M | 144k | 31.19 |
| 2023-09-30 | $4.0M | 134k | 30.15 |
| 2023-06-30 | $4.3M | 140k | 30.93 |
| 2023-03-31 | $274k | 8.8k | 31.22 |
| 2022-12-31 | $2.0M | 66k | 30.53 |
| 2022-09-30 | $2.1M | 66k | 31.67 |
| 2022-06-30 | $2.1M | 63k | 32.88 |
| 2022-03-31 | $2.1M | 63k | 33.42 |
| 2021-12-31 | $2.5M | 63k | 39.44 |
| 2021-09-30 | $2.4M | 61k | 38.80 |
| 2021-06-30 | $1.0M | 26k | 39.35 |
| 2021-03-31 | $5.7M | 149k | 38.61 |
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