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

Faithward 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
2024
Q4 		– Sell
-54,135
Closed -$1.8M – 286
2024
Q3 		$1.8M Sell
54,135
-1,414
-3% -$45.5K 0.31% 83
2024
Q2 		$1.75M Sell
55,549
-2,551
-4% -$80.3K 0.32% 79
2024
Q1 		$1.87M Buy
58,100
+57,635
+12,395% +$1.84M 0.34% 72
2023
Q4 		$14.7K Hold
465
– – ﹤0.01% 221
2023
Q3 		$13.8K Hold
465
– – ﹤0.01% 213
2023
Q2 		$14.3K Sell
465
-180
-28% -$5.51K ﹤0.01% 224
2023
Q1 		$19.2K Sell
645
-186
-22% -$5.97K ﹤0.01% 258
2022
Q4 		$25.4K Hold
831
– – 0.01% 196
2022
Q3 		$26K Buy
831
+186
+29% +$6.24K 0.01% 178
2022
Q2 		$21K Buy
645
+465
+258% +$15.7K ﹤0.01% 202
2022
Q1 		$7K Hold
180
– – ﹤0.01% 247
2021
Q4 		$7K Hold
180
– – ﹤0.01% 242
2021
Q3 		$7K Hold
180
– – ﹤0.01% 256
2021
Q2 		$7K Buy
+180
New +$6.97K ﹤0.01% 244
2020
Q2 		– Sell
-2,500
Closed -$80K – 242
2020
Q1 		$80K Hold
2,500
– – 0.02% 167
2019
Q4 		$94K Buy
+2,500
New +$93.3K 0.02% 169

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Faithward Advisors's PFF Position: Q4 2024 in Review

Faithward Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 54,135 shares — an estimated $1.8M sold.

Faithward Advisors first reported a position in PFF in Q4 2019 and held it in 16 quarters. The position peaked at $1.87M in Q1 2024. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

  • Faithward Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Faithward Advisors sold 54,135 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $1.8M.
  • Faithward Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 16 quarters.
  • Faithward Advisors's iShares Preferred and Income Securities ETF position peaked at $1.87M in Q1 2024.
  • 1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Faithward Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.