Carr Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Carr Financial Group’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	-20,621	Closed	-$648K	–	188
2024 Q4	$648K	Buy	20,621 +5,751	+39%	+$188K	0.2%	80
2024 Q3	$494K	Buy	14,870 +1,524	+11%	+$49K	0.14%	107
2024 Q2	$421K	Sell	13,346 -7,332	-35%	-$231K	0.13%	116
2024 Q1	$666K	Sell	20,678 -7,041	-25%	-$224K	0.22%	78
2023 Q4	$865K	Sell	27,719 -95	-0.3%	-$2.84K	0.32%	61
2023 Q3	$834K	Sell	27,814 -1,480	-5%	-$45.2K	0.33%	58
2023 Q2	$906K	Sell	29,294 -9,365	-24%	-$287K	0.36%	54
2023 Q1	$1.21M	Buy	38,659 +12,931	+50%	+$415K	0.53%	36
2022 Q4	$785K	Buy	+25,728	New	+$800K	0.41%	53

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carr Financial Group's PFF Position: Q1 2025 in Review

Carr Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 20,621 shares — an estimated $648K sold.

Carr Financial Group first reported a position in PFF in Q4 2022 and held it in 9 quarters. The position peaked at $1.21M in Q1 2023. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Carr Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Carr Financial Group sold 20,621 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $648K.
Carr Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 9 quarters.
Carr Financial Group's iShares Preferred and Income Securities ETF position peaked at $1.21M in Q1 2023.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Carr Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.