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

Family 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	–	Sell	-683	Closed	-$21K	–	272
2025 Q2	$21K	Buy	+683	New	+$20.6K	﹤0.01%	215
2023 Q3	–	Sell	-290	Closed	-$8.97K	–	171
2023 Q2	$8.97K	Hold	290	–	–	﹤0.01%	159
2023 Q1	$9.05K	Sell	290 -2,613	-90%	-$83.9K	﹤0.01%	148
2022 Q4	$88.6K	Buy	2,903 +2,613	+901%	+$81.3K	0.02%	151
2022 Q3	$9K	Hold	290	–	–	﹤0.01%	153
2022 Q2	$10K	Buy	+290	New	+$9.81K	﹤0.01%	166
2020 Q1	–	Sell	-157,183	Closed	-$5.91M	–	184
2019 Q4	$5.91M	Buy	157,183 +20,219	+15%	+$754K	2.04%	10
2019 Q3	$5.14M	Buy	136,964 +27,943	+26%	+$1.04M	1.92%	12
2019 Q2	$4.02M	Buy	109,021 +54,140	+99%	+$1.98M	1.58%	15
2019 Q1	$2.01M	Buy	+54,881	New	+$1.97M	0.86%	41

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 22.96% 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

Family Management's PFF Position: Q3 2025 in Review

Family Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 683 shares — an estimated $21K sold.

Family Management first reported a position in PFF in Q1 2019 and held it in 10 quarters. The position peaked at $5.91M in Q4 2019. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Family Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Family Management sold 683 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $21K.
Family Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 10 quarters.
Family Management's iShares Preferred and Income Securities ETF position peaked at $5.91M in Q4 2019.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Family Management's 13F filing for Q3 2025, filed 13 Nov 2025.