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

Edgestream 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	-12,369	Closed	-$379K	–	1017
2025 Q2	$379K	Sell	12,369 -7,087	-36%	-$213K	0.01%	761
2025 Q1	$598K	Buy	+19,456	New	+$613K	0.02%	678
2024 Q2	–	Sell	-10,583	Closed	-$341K	–	991
2024 Q1	$341K	Buy	+10,583	New	+$337K	0.02%	696
2023 Q4	–	Sell	-12,591	Closed	-$380K	–	1008
2023 Q3	$380K	Buy	+12,591	New	+$385K	0.03%	655
2023 Q2	–	Sell	-7,286	Closed	-$227K	–	869
2023 Q1	$227K	Buy	+7,286	New	+$234K	0.03%	508

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

Edgestream Partners's PFF Position: Q3 2025 in Review

Edgestream Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 12,369 shares — an estimated $379K sold.

Edgestream Partners first reported a position in PFF in Q1 2023 and held it in 5 quarters. The position peaked at $598K in Q1 2025. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Edgestream Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Edgestream Partners sold 12,369 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $379K.
Edgestream Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and held it in 5 quarters.
Edgestream Partners's iShares Preferred and Income Securities ETF position peaked at $598K in Q1 2025.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.