Cherry Tree Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cherry Tree Wealth Management’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
2026 Q1	$121K	Hold	3,985	–	–	0.03%	199
2025 Q4	$123K	Sell	3,985 -4,046	-50%	-$126K	0.03%	204
2025 Q3	$254K	Sell	8,031 -3,876	-33%	-$122K	0.06%	144
2025 Q2	$365K	Sell	11,907 -2,951	-20%	-$88.8K	0.08%	112
2025 Q1	$457K	Sell	14,858 -13,931	-48%	-$439K	0.11%	97
2024 Q4	$905K	Buy	28,789 +614	+2%	+$20K	0.22%	72
2024 Q3	$936K	Sell	28,175 -1,929	-6%	-$62.1K	0.22%	72
2024 Q2	$950K	Sell	30,104 -1,263	-4%	-$39.8K	0.24%	67
2024 Q1	$1.01M	Hold	31,367	–	–	0.25%	64
2023 Q4	$978K	Buy	31,367 +287	+0.9%	+$8.57K	0.26%	62
2023 Q3	$937K	Hold	31,080	–	–	0.27%	58
2023 Q2	$961K	Buy	+31,080	New	+$951K	0.28%	56

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

Cherry Tree Wealth Management's PFF Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2026 at 3,985 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #199.

Cherry Tree Wealth Management first reported a position in PFF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q1 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Cherry Tree Wealth Management held 3,985 shares of iShares Preferred and Income Securities ETF worth $121K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2026.
iShares Preferred and Income Securities ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #199 holding.
Cherry Tree Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.01M in Q1 2024.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.