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

Core Wealth 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 Q3	–	Sell	-11,824	Closed	-$363K	–	189
2025 Q2	$363K	Hold	11,824	–	–	0.18%	107
2025 Q1	$363K	Hold	11,824	–	–	0.21%	107
2024 Q4	$372K	Hold	11,824	–	–	0.21%	102
2024 Q3	$393K	Hold	11,824	–	–	0.24%	93
2024 Q2	$373K	Hold	11,824	–	–	0.25%	83
2024 Q1	$381K	Hold	11,824	–	–	0.29%	73
2023 Q4	$369K	Sell	11,824 -300	-2%	-$8.96K	0.3%	66
2023 Q3	$366K	Hold	12,124	–	–	0.33%	62
2023 Q2	$375K	Sell	12,124 -3,250	-21%	-$99.4K	0.35%	65
2023 Q1	$480K	Buy	15,374 +13,327	+651%	+$428K	0.48%	54
2022 Q4	$260K	Buy	+2,047	New	+$63.7K	0.29%	75

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 $1.92B AUM 19.65% 1-Year Est. Return

Core Wealth Partners's PFF Position: Q3 2025 in Review

Core Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 11,824 shares — an estimated $363K sold.

Core Wealth Partners first reported a position in PFF in Q4 2022 and held it in 11 quarters. The position peaked at $480K in Q1 2023. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Core Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Core Wealth Partners sold 11,824 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $363K.
Core Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 11 quarters.
Core Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $480K in Q1 2023.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Core Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.