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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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