Choate Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-4,570	Closed	-$140K	–	471
2025 Q2	$140K	Buy	+4,570	New	+$138K	﹤0.01%	411
2023 Q4	–	Sell	-7,654	Closed	-$231K	–	440
2023 Q3	$231K	Buy	+7,654	New	+$234K	0.01%	329
2022 Q1	–	Sell	-1,500	Closed	-$59K	–	371
2021 Q4	$59K	Buy	+1,500	New	+$58.3K	﹤0.01%	311

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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 $1.78B AUM 13.62% 1-Year Est. Return

Choate Investment Advisors's PFF Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 4,570 shares — an estimated $140K sold.

Choate Investment Advisors first reported a position in PFF in Q4 2021 and held it in 3 quarters. The position peaked at $231K in Q3 2023. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Choate Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 4,570 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $140K.
Choate Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 3 quarters.
Choate Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $231K in Q3 2023.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.