Bleakley Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bleakley Financial Group’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	–	Sell	-8,231	Closed	-$274K	–	1096
2024 Q3	$274K	Buy	+8,231	New	+$265K	0.01%	811
2024 Q2	–	Sell	-9,511	Closed	-$307K	–	1056
2024 Q1	$307K	Buy	9,511 +2,737	+40%	+$87.3K	0.01%	752
2023 Q4	$211K	Sell	6,774 -2,052	-23%	-$61.3K	0.01%	850
2023 Q3	$266K	Sell	8,826 -200,010	-96%	-$6.11M	0.01%	719
2023 Q2	$6.46M	Sell	208,836 -544	-0.3%	-$16.6K	0.2%	91
2023 Q1	$6.54M	Sell	209,380 -5,301	-2%	-$170K	0.22%	89
2022 Q4	$6.55M	Buy	+214,681	New	+$6.68M	0.23%	88

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Bleakley Financial Group's PFF Position: Q4 2024 in Review

Bleakley Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 8,231 shares — an estimated $274K sold.

Bleakley Financial Group first reported a position in PFF in Q4 2022 and held it in 7 quarters. The position peaked at $6.55M in Q4 2022. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Bleakley Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Bleakley Financial Group sold 8,231 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $274K.
Bleakley Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 7 quarters.
Bleakley Financial Group's iShares Preferred and Income Securities ETF position peaked at $6.55M in Q4 2022.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.