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Bellevue Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bellevue Asset Management’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
Q4 		– Sell
-200
Closed -$6.32K – 503
2025
Q3 		$6.32K Hold
200
– – ﹤0.01% 324
2025
Q2 		$6.14K Hold
200
– – ﹤0.01% 318
2025
Q1 		$6.15K Hold
200
– – ﹤0.01% 310
2024
Q4 		$6.29K Sell
200
-591
-75% -$19.3K ﹤0.01% 320
2024
Q3 		$26.3K Buy
791
+9
+1% +$290 0.01% 210
2024
Q2 		$24.7K Sell
782
-120
-13% -$3.78K 0.01% 209
2024
Q1 		$29.1K Buy
902
+4
+0.4% +$128 0.02% 195
2023
Q4 		$28K Buy
898
+7
+0.8% +$209 0.02% 200
2023
Q3 		$26.9K Buy
891
+4
+0.5% +$122 0.02% 196
2023
Q2 		$27.4K Buy
887
+5
+0.6% +$153 0.02% 202
2023
Q1 		$27.5K Buy
882
+3
+0.3% +$96 0.02% 198
2022
Q4 		$26.8K Sell
879
-243
-22% -$7.56K 0.02% 205
2022
Q3 		$36K Buy
1,122
+4
+0.4% +$134 0.03% 177
2022
Q2 		$37K Buy
1,118
+3
+0.3% +$102 0.03% 179
2022
Q1 		$41K Buy
1,115
+1
+0.1% +$37 0.03% 189
2021
Q4 		$44K Buy
1,114
+4
+0.4% +$155 0.03% 189
2021
Q3 		$43K Buy
1,110
+3
+0.3% +$118 0.03% 192
2021
Q2 		$44K Buy
1,107
+3
+0.3% +$116 0.03% 188
2021
Q1 		$42K Buy
1,104
+2
+0.2% +$76 0.03% 197
2020
Q4 		$42K Buy
1,102
+2
+0.2% +$75 0.03% 192
2020
Q3 		$40K Hold
1,100
– – 0.03% 186
2020
Q2 		$38K Hold
1,100
– – 0.04% 190
2020
Q1 		$37K Hold
1,100
– – 0.04% 198
2019
Q4 		$41K Buy
+1,100
New +$41K 0.03% 171

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bellevue Asset Management's PFF Position: Q4 2025 in Review

Bellevue Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 200 shares — an estimated $6.32K sold.

Bellevue Asset Management first reported a position in PFF in Q4 2019 and held it in 24 quarters. The position peaked at $44K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Bellevue Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 200 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $6.32K.
  • Bellevue Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 24 quarters.
  • Bellevue Asset Management's iShares Preferred and Income Securities ETF position peaked at $44K in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Bellevue Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.