Capital Management Associates (New York)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Capital Management Associates (New York)’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 Q1	–	Sell	-2,148	Closed	-$67.5K	–	57
2024 Q4	$67.5K	Hold	2,148	–	–	0.08%	60
2024 Q3	$71.4K	Hold	2,148	–	–	0.08%	67
2024 Q2	$67.8K	Hold	2,148	–	–	0.08%	62
2024 Q1	$69.2K	Hold	2,148	–	–	0.08%	66
2023 Q4	$67K	Buy	+2,148	New	+$64.2K	0.09%	71
2023 Q2	–	Sell	-2,148	Closed	-$67.1K	–	89
2023 Q1	$67.1K	Hold	2,148	–	–	0.1%	65
2022 Q4	$65.6K	Hold	2,148	–	–	0.1%	60
2022 Q3	$68K	Hold	2,148	–	–	0.1%	58
2022 Q2	$70K	Hold	2,148	–	–	0.1%	61
2022 Q1	$78K	Buy	+2,148	New	+$79K	0.08%	63

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

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

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

Capital Management Associates (New York)'s PFF Position: Q1 2025 in Review

Capital Management Associates (New York) sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 2,148 shares — an estimated $67.5K sold.

Capital Management Associates (New York) first reported a position in PFF in Q1 2022 and held it in 10 quarters. The position peaked at $78K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Capital Management Associates (New York) reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Capital Management Associates (New York) sold 2,148 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $67.5K.
Capital Management Associates (New York) first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 10 quarters.
Capital Management Associates (New York)'s iShares Preferred and Income Securities ETF position peaked at $78K in Q1 2022.
1,022 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2025, filed 8 May 2025.