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BFSG LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

BFSG LLC’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
2026
Q1 		$3.03K Hold
100
– – ﹤0.01% 650
2025
Q4 		$3.1K Hold
100
– – ﹤0.01% 626
2025
Q3 		$3.16K Hold
100
– – ﹤0.01% 622
2025
Q2 		$3.07K Hold
100
– – ﹤0.01% 590
2025
Q1 		$3.07K Hold
100
– – ﹤0.01% 582
2024
Q4 		$3.14K Sell
100
-200
-67% -$6.53K ﹤0.01% 583
2024
Q3 		$9.97K Hold
300
– – ﹤0.01% 498
2024
Q2 		$9.46K Hold
300
– – ﹤0.01% 482
2024
Q1 		$9.67K Hold
300
– – ﹤0.01% 502
2023
Q4 		$9.36K Buy
+300
New +$8.96K ﹤0.01% 462

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return