Briaud Financial Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-3,463	Closed	-$106K	–	257
2025 Q2	$106K	Buy	3,463 +305	+10%	+$9.18K	0.04%	60
2025 Q1	$97K	Hold	3,158	–	–	0.04%	51
2024 Q4	$99K	Hold	3,158	–	–	0.04%	48
2024 Q3	$104K	Hold	3,158	–	–	0.05%	39
2024 Q2	$99K	Hold	3,158	–	–	0.06%	36
2024 Q1	$102K	Buy	+3,158	New	+$101K	0.06%	38
2023 Q4	–	Sell	-3,158	Closed	-$95K	–	123
2023 Q3	$95K	Buy	+3,158	New	+$96.5K	0.08%	38
2020 Q1	–	Sell	-49,738	Closed	-$1.87M	–	21
2019 Q4	$1.87M	Buy	+49,738	New	+$1.86M	1.9%	6

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Briaud Financial Planning's PFF Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 3,463 shares — an estimated $106K sold.

Briaud Financial Planning first reported a position in PFF in Q4 2019 and held it in 8 quarters. The position peaked at $1.87M in Q4 2019. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Briaud Financial Planning reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 3,463 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $106K.
Briaud Financial Planning first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 8 quarters.
Briaud Financial Planning's iShares Preferred and Income Securities ETF position peaked at $1.87M in Q4 2019.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.