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

Cyndeo 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
2026 Q1	$506K	Buy	16,695 +2,389	+17%	+$74.8K	0.03%	323
2025 Q4	$443K	Sell	14,306 -27	-0.2%	-$841	0.02%	334
2025 Q3	$453K	Hold	14,333	–	–	0.03%	322
2025 Q2	$440K	Sell	14,333 -3,205	-18%	-$96.5K	0.03%	321
2025 Q1	$539K	Buy	17,538 +773	+5%	+$24.4K	0.04%	286
2024 Q4	$527K	Sell	16,765 -125	-0.7%	-$4.08K	0.04%	291
2024 Q3	$561K	Sell	16,890 -856	-5%	-$27.5K	0.04%	283
2024 Q2	$560K	Sell	17,746 -84	-0.5%	-$2.64K	0.04%	266
2024 Q1	$575K	Buy	17,830 +3,344	+23%	+$107K	0.05%	248
2023 Q4	$452K	Sell	14,486 -712	-5%	-$21.3K	0.04%	260
2023 Q3	$458K	Hold	15,198	–	–	0.05%	231
2023 Q2	$470K	Sell	15,198 -3,322	-18%	-$102K	0.05%	223
2023 Q1	$578K	Buy	18,520 +4,395	+31%	+$141K	0.06%	207
2022 Q4	$431K	Buy	+14,125	New	+$439K	0.05%	229

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cyndeo Wealth Partners's PFF Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 17% in Q1 2026, buying an estimated $74.8K and bringing the position to 16,695 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #323.

Cyndeo Wealth Partners first reported a position in PFF in Q4 2022 and has held it in 14 quarters since. The position peaked at $578K in Q1 2023. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Cyndeo Wealth Partners held 16,695 shares of iShares Preferred and Income Securities ETF worth $506K as of Q1 2026.
Cyndeo Wealth Partners bought 2,389 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $74.8K.
iShares Preferred and Income Securities ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #323 holding.
Cyndeo Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $578K in Q1 2023.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.