Creekmur Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Creekmur Asset 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
2025 Q3	$445K	Buy	14,063 +1,603	+13%	+$50.4K	0.07%	134
2025 Q2	$382K	Buy	12,460 +12,459	+1,245,900%	+$375K	0.07%	148
2025 Q1	$20	Hold	1	–	–	﹤0.01%	728
2024 Q4	$20	Hold	1	–	–	﹤0.01%	882
2024 Q3	$21	Sell	1 -81	-99%	-$2.61K	﹤0.01%	967
2024 Q2	$2.58K	Buy	82 +81	+8,100%	+$2.55K	﹤0.01%	674
2024 Q1	$20	Sell	1 -7	-88%	-$223	﹤0.01%	824
2023 Q4	$236	Buy	+8	New	+$239	﹤0.01%	757

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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 22.9% 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

Creekmur Asset Management's PFF Position: Q3 2025 in Review

Creekmur Asset Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q3 2025, buying an estimated $50.4K and bringing the position to 14,063 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #134.

Creekmur Asset Management first reported a position in PFF in Q4 2023 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Creekmur Asset Management held 14,063 shares of iShares Preferred and Income Securities ETF worth $445K as of Q3 2025.
Creekmur Asset Management bought 1,603 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $50.4K.
iShares Preferred and Income Securities ETF made up 0.07% of Creekmur Asset Management's portfolio in Q3 2025, its #134 holding.
Creekmur Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 8 quarters since.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.