Carolinas Wealth Consulting’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-68	Closed	-$2.09K	–	681
2025 Q1	$2.09K	Hold	68	–	–	﹤0.01%	793
2024 Q4	$2.14K	Buy	+68	New	+$2.22K	﹤0.01%	820
2021 Q3	–	Sell	-878	Closed	-$35K	–	979
2021 Q2	$35K	Sell	878 -946	-52%	-$36.6K	0.01%	411
2021 Q1	$70K	Buy	1,824 +14	+0.8%	+$531	0.02%	309
2020 Q4	$70K	Buy	1,810 +25	+1%	+$934	0.02%	283
2020 Q3	$65K	Buy	1,785 +24	+1%	+$864	0.02%	248
2020 Q2	$61K	Buy	1,761 +27	+2%	+$920	0.02%	183
2020 Q1	$55K	Buy	+1,734	New	+$62.2K	0.03%	126

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's PFF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 68 shares — an estimated $2.09K sold.

Carolinas Wealth Consulting first reported a position in PFF in Q1 2020 and held it in 8 quarters. The position peaked at $70K in Q1 2021. 987 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 68 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $2.09K.
Carolinas Wealth Consulting first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 8 quarters.
Carolinas Wealth Consulting's iShares Preferred and Income Securities ETF position peaked at $70K in Q1 2021.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.