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

Benchmark Investment 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 Q1	$307K	Sell	9,996 -842	-8%	-$26.5K	0.2%	77
2024 Q4	$341K	Sell	10,838 -2,652	-20%	-$86.6K	0.22%	70
2024 Q3	$448K	Buy	13,490 +85	+0.6%	+$2.74K	0.32%	60
2024 Q2	$423K	Sell	13,405 -207	-2%	-$6.52K	0.31%	62
2024 Q1	$439K	Sell	13,612 -1,842	-12%	-$58.7K	0.35%	64
2023 Q4	$482K	Sell	15,454 -5,534	-26%	-$165K	0.45%	54
2023 Q3	$633K	Sell	20,988 -6,659	-24%	-$204K	0.64%	47
2023 Q2	$855K	Sell	27,647 -5,401	-16%	-$165K	0.79%	39
2023 Q1	$1.03M	Buy	33,048 +5,900	+22%	+$189K	1.06%	33
2022 Q4	$829K	Buy	27,148 +1,326	+5%	+$41.2K	0.88%	40
2022 Q3	$818K	Buy	25,822 +2,510	+11%	+$84.1K	0.88%	38
2022 Q2	$766K	Sell	23,312 -107	-0.5%	-$3.62K	0.8%	43
2022 Q1	$853K	Sell	23,419 -6,967	-23%	-$256K	0.64%	44
2021 Q4	$1.2M	Buy	+30,386	New	+$1.18M	0.99%	34

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Benchmark Investment Advisors's PFF Position: Q1 2025 in Review

Benchmark Investment Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.8% in Q1 2025, selling an estimated $26.5K and leaving 9,996 shares worth $307K. The position accounts for 0.2% of the portfolio, ranked #77.

Benchmark Investment Advisors first reported a position in PFF in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2021. 1,022 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Benchmark Investment Advisors held 9,996 shares of iShares Preferred and Income Securities ETF worth $307K as of Q1 2025.
Benchmark Investment Advisors sold 842 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $26.5K.
iShares Preferred and Income Securities ETF made up 0.2% of Benchmark Investment Advisors's portfolio in Q1 2025, its #77 holding.
Benchmark Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 14 quarters since.
Benchmark Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $1.2M in Q4 2021.
1,022 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Benchmark Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.