Bristlecone Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bristlecone Advisors’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	-7,316	Closed	-$224K	–	276
2025 Q2	$224K	Sell	7,316 -2,769	-27%	-$83.3K	0.02%	212
2025 Q1	$310K	Hold	10,085	–	–	0.03%	236
2024 Q4	$317K	Hold	10,085	–	–	0.02%	238
2024 Q3	$335K	Hold	10,085	–	–	0.03%	228
2024 Q2	$318K	Buy	+10,085	New	+$317K	0.03%	224
2023 Q3	–	Sell	-3,503	Closed	-$108K	–	273
2023 Q2	$108K	Sell	3,503 -10,366	-75%	-$317K	0.01%	275
2023 Q1	$433K	Hold	13,869	–	–	0.05%	183
2022 Q4	$423K	Hold	13,869	–	–	0.05%	186
2022 Q3	$439K	Hold	13,869	–	–	0.06%	172
2022 Q2	$456K	Hold	13,869	–	–	0.06%	174
2022 Q1	$505K	Hold	13,869	–	–	0.06%	156
2021 Q4	$547K	Hold	13,869	–	–	0.07%	158
2021 Q3	$538K	Hold	13,869	–	–	0.07%	150
2021 Q2	$546K	Buy	13,869 +645	+5%	+$25K	0.07%	140
2021 Q1	$508K	Hold	13,224	–	–	0.08%	141
2020 Q4	$509K	Buy	13,224 +10,366	+363%	+$387K	0.08%	136
2020 Q3	$104K	Buy	+2,858	New	+$103K	0.02%	192

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

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 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

FIB

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

Bristlecone Advisors's PFF Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 7,316 shares — an estimated $224K sold.

Bristlecone Advisors first reported a position in PFF in Q3 2020 and held it in 17 quarters. The position peaked at $547K in Q4 2021. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Bristlecone Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 7,316 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $224K.
Bristlecone Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and held it in 17 quarters.
Bristlecone Advisors's iShares Preferred and Income Securities ETF position peaked at $547K in Q4 2021.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.