Apriem Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Apriem Advisors’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,559	Closed	-$232K	–	199
2025 Q2	$232K	Sell	7,559 -1,383	-15%	-$41.6K	0.02%	171
2025 Q1	$275K	Sell	8,942 -1,490	-14%	-$47K	0.03%	150
2024 Q4	$328K	Sell	10,432 -4,482	-30%	-$146K	0.04%	136
2024 Q3	$496K	Sell	14,914 -10,487	-41%	-$338K	0.06%	106
2024 Q2	$801K	Sell	25,401 -11,628	-31%	-$366K	0.1%	80
2024 Q1	$1.19M	Buy	+37,029	New	+$1.18M	0.15%	71
2018 Q3	–	Sell	-3,440	Closed	-$130K	–	311
2018 Q2	$130K	Buy	+3,440	New	+$128K	0.03%	150
2017 Q2	–	Sell	-4,400	Closed	-$170K	–	426
2017 Q1	$170K	Sell	4,400 -148	-3%	-$5.66K	0.05%	135
2016 Q4	$169K	Sell	4,548 -252	-5%	-$9.58K	0.05%	132
2016 Q3	$190K	Hold	4,800	–	–	0.06%	117
2016 Q2	$191K	Sell	4,800 -4,000	-45%	-$157K	0.06%	116
2016 Q1	$343K	Buy	8,800 +4,000	+83%	+$153K	0.14%	65
2015 Q4	$186K	Buy	4,800 +800	+20%	+$31.1K	0.07%	97
2015 Q3	$154K	Hold	4,000	–	–	0.06%	109
2015 Q2	$157K	Hold	4,000	–	–	0.05%	113
2015 Q1	$160K	Buy	4,000 +1,090	+37%	+$43.4K	0.06%	117
2014 Q4	$115K	Hold	2,910	–	–	0.04%	123
2014 Q3	$115K	Hold	2,910	–	–	0.04%	130
2014 Q2	$116K	Hold	2,910	–	–	0.04%	143
2014 Q1	$114K	Hold	2,910	–	–	0.04%	150
2013 Q4	$107K	Buy	2,910 +1,000	+52%	+$37.7K	0.04%	145
2013 Q3	$73K	Hold	1,910	–	–	0.03%	167
2013 Q2	$75K	Buy	+1,910	New	+$76.8K	0.04%	157

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Apriem Advisors's PFF Position: Q3 2025 in Review

Apriem Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 7,559 shares — an estimated $232K sold.

Apriem Advisors first reported a position in PFF in Q2 2013 and held it in 23 quarters. The position peaked at $1.19M in Q1 2024. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Apriem Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Apriem Advisors sold 7,559 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $232K.
Apriem Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 23 quarters.
Apriem Advisors's iShares Preferred and Income Securities ETF position peaked at $1.19M in Q1 2024.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Apriem Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.