Beacon Capital Management LLC (Tennessee)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q1	–	Sell	-24	Closed	-$755	–	1173
2024 Q4	$755	Sell	24 -133	-85%	-$4.34K	﹤0.01%	1008
2024 Q3	$5.22K	Hold	157	–	–	﹤0.01%	804
2024 Q2	$4.95K	Sell	157 -402	-72%	-$12.7K	﹤0.01%	711
2024 Q1	$18K	Sell	559 -450	-45%	-$14.3K	﹤0.01%	473
2023 Q4	$30.4K	Hold	1,009	–	–	0.01%	311
2023 Q3	$31.2K	Hold	1,009	–	–	0.01%	331
2023 Q2	$31.2K	Hold	1,009	–	–	0.01%	331
2023 Q1	$31.5K	Hold	1,009	–	–	0.01%	295
2022 Q4	$30.8K	Sell	1,009 -288	-22%	-$8.96K	0.01%	302
2022 Q3	$44K	Hold	1,297	–	–	0.01%	225
2022 Q2	$48K	Hold	1,297	–	–	0.01%	248
2022 Q1	$48K	Buy	+1,297	New	+$47.7K	0.01%	248

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

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 22.9% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PFF Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 24 shares — an estimated $755 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PFF in Q1 2022 and held it in 12 quarters. The position peaked at $48K in Q2 2022. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 24 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $755.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Preferred and Income Securities ETF position peaked at $48K in Q2 2022.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.