ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 20,171 Value ($000) $624 Avg Close Range
Q3 2025
Shares 21,295 Value ($000) $673 Avg Close Range
Q2 2025
Shares 23,626 Value ($000) $725 Avg Close Range
Q1 2025
Shares 23,034 Value ($000) $708 Avg Close Range
Q4 2024
Shares 36,460 Value ($000) $1,146 Avg Close Range
Q3 2024
Shares 37,176 Value ($000) $1,235 Avg Close Range
Q2 2024
Shares 38,684 Value ($000) $1,220 Avg Close Range
Q1 2024
Shares 44,353 Value ($000) $1,429 Avg Close Range
Q4 2023
Shares 55,558 Value ($000) $1,733 Avg Close Range
Q3 2023
Shares 56,567 Value ($000) $1,705 Avg Close Range
Q2 2023
Shares 16,470 Value ($000) $509 Avg Close Range
Q1 2023
Shares 16,470 Value ($000) $514 Avg Close Range
Q4 2022
Shares 16,470 Value ($000) $503 Avg Close Range
Q3 2022
Shares 16,470 Value ($000) $522 Avg Close Range
Q2 2022
Shares 23,050 Value ($000) $758 Avg Close Range
Q3 2021
Shares 18,050 Value ($000) $701 Avg Close Range
Q1 2020
Shares 14,321 Value ($000) $456 Avg Close Range