Castleview Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Castleview Partners’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	-8,119	Closed	-$258K	–	446
2024 Q4	$258K	Sell	8,119 -785	-9%	-$25.6K	0.14%	158
2024 Q3	$296K	Sell	8,904 -967	-10%	-$31.1K	0.17%	140
2024 Q2	$311K	Sell	9,871 -3,098	-24%	-$97.5K	0.18%	130
2024 Q1	$418K	Sell	12,969 -289	-2%	-$9.21K	0.23%	102
2023 Q4	$414K	Buy	13,258 +12,349	+1,359%	+$369K	0.29%	75
2023 Q3	$27.4K	Sell	909 -212	-19%	-$6.48K	0.03%	329
2023 Q2	$34.7K	Buy	1,121 +199	+22%	+$6.09K	0.03%	306
2023 Q1	$28.8K	Hold	922	–	–	0.03%	311
2022 Q4	$28.1K	Hold	922	–	–	0.03%	278
2022 Q3	$29K	Buy	922 +814	+754%	+$27.3K	0.03%	300
2022 Q2	$6.49K	Sell	108 -876	-89%	-$29.6K	0.01%	507
2022 Q1	$35K	Buy	+984	New	+$36.2K	0.02%	386

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

Castleview Partners's PFF Position: Q1 2025 in Review

Castleview Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 8,119 shares — an estimated $258K sold.

Castleview Partners first reported a position in PFF in Q1 2022 and held it in 12 quarters. The position peaked at $418K in Q1 2024. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Castleview Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 8,119 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $258K.
Castleview Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 12 quarters.
Castleview Partners's iShares Preferred and Income Securities ETF position peaked at $418K in Q1 2024.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.