Brightwater Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,700
Closed -$544K 63
2025
Q1
$544K Sell
17,700
-342
-2% -$10.8K 0.43% 36
2024
Q4
$567K Buy
18,042
+2,390
+15% +$78K 0.44% 36
2024
Q3
$520K Hold
15,652
0.38% 44
2024
Q2
$494K Buy
+15,652
New +$493K 0.38% 44

Other funds holding PFF

Brightwater Advisory's PFF Position: Q2 2025 in Review

Brightwater Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 17,700 shares — an estimated $544K sold.

Brightwater Advisory first reported a position in PFF in Q2 2024 and held it in 4 quarters. The position peaked at $567K in Q4 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • Brightwater Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Brightwater Advisory sold 17,700 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $544K.
  • Brightwater Advisory first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and held it in 4 quarters.
  • Brightwater Advisory's iShares Preferred and Income Securities ETF position peaked at $567K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Brightwater Advisory's 13F filing for Q2 2025, filed 25 Jul 2025.