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Bison Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bison Wealth’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
2024
Q4 		$296K Buy
9,428
+144
+2% +$4.7K 0.07% 234
2024
Q3 		$309K Buy
+9,284
New +$299K 0.05% 317
2022
Q3 		– Sell
-3,345
Closed -$110K – 316
2022
Q2 		$110K Sell
3,345
-3,661
-52% -$124K 0.06% 202
2022
Q1 		$255K Hold
7,006
– – 0.13% 177
2021
Q4 		$276K Hold
7,006
– – 0.16% 147
2021
Q3 		$272K Sell
7,006
-160
-2% -$6.28K 0.12% 188
2021
Q2 		$282K Buy
7,166
+140
+2% +$5.42K 0.12% 191
2021
Q1 		$270K Sell
7,026
-99
-1% -$3.75K 0.12% 193
2020
Q4 		$274K Buy
7,125
+1,059
+17% +$39.6K 0.13% 177
2020
Q3 		$221K Hold
6,066
– – 0.13% 166
2020
Q2 		$210K Hold
6,066
– – 0.13% 176
2020
Q1 		$193K Sell
6,066
-83
-1% -$2.98K 0.14% 169
2019
Q4 		$231K Buy
6,149
+399
+7% +$14.9K 0.11% 206
2019
Q3 		$216K Hold
5,750
– – 0.12% 199
2019
Q2 		$212K Sell
5,750
-510
-8% -$18.7K 0.12% 205
2019
Q1 		$229K Buy
6,260
+150
+2% +$5.39K 0.14% 184
2018
Q4 		$209K Hold
6,110
– – 0.15% 181
2018
Q3 		$227K Hold
6,110
– – 0.15% 186
2018
Q2 		$230K Hold
6,110
– – 0.17% 173
2018
Q1 		$229K Sell
6,110
-724
-11% -$27.2K 0.17% 161
2017
Q4 		$260K Buy
6,834
+12
+0.2% +$461 0.19% 147
2017
Q3 		$265K Buy
6,822
+10
+0.1% +$390 0.21% 131
2017
Q2 		$267K Buy
6,812
+10
+0.1% +$389 0.22% 127
2017
Q1 		$263K Buy
6,802
+7
+0.1% +$268 0.23% 125
2016
Q4 		$253K Sell
6,795
-401
-6% -$15.2K 0.22% 132
2016
Q3 		$284K Sell
7,196
-64
-0.9% -$2.55K 0.24% 116
2016
Q2 		$287K Sell
7,260
-1,479
-17% -$58K 0.17% 141
2016
Q1 		$339K Buy
8,739
+516
+6% +$19.7K 0.22% 127
2015
Q4 		$318K Sell
8,223
-48
-0.6% -$1.87K 0.18% 151
2015
Q3 		$318K Buy
+8,271
New +$323K 0.21% 144

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bison Wealth's PFF Position: Q4 2024 in Review

Bison Wealth increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.6% in Q4 2024, buying an estimated $4.7K and bringing the position to 9,428 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #234.

Bison Wealth first reported a position in PFF in Q3 2015 and has held it in 30 quarters since. The position peaked at $339K in Q1 2016. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Bison Wealth held 9,428 shares of iShares Preferred and Income Securities ETF worth $296K as of Q4 2024.
  • Bison Wealth bought 144 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $4.7K.
  • iShares Preferred and Income Securities ETF made up 0.07% of Bison Wealth's portfolio in Q4 2024, its #234 holding.
  • Bison Wealth first reported a position in iShares Preferred and Income Securities ETF in Q3 2015 and has held it in 30 quarters since.
  • Bison Wealth's iShares Preferred and Income Securities ETF position peaked at $339K in Q1 2016.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.