Financial Perspectives’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Perspectives’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 Q2	–	Sell	-232	Closed	-$7.13K	–	730
2025 Q1	$7.13K	Hold	232	–	–	﹤0.01%	537
2024 Q4	$7.29K	Hold	232	–	–	﹤0.01%	536
2024 Q3	$7.71K	Hold	232	–	–	﹤0.01%	495
2024 Q2	$7.32K	Hold	232	–	–	﹤0.01%	492
2024 Q1	$7.48K	Buy	+232	New	+$7.4K	﹤0.01%	484

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Perspectives's PFF Position: Q2 2025 in Review

Financial Perspectives sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 232 shares — an estimated $7.13K sold.

Financial Perspectives first reported a position in PFF in Q1 2024 and held it in 5 quarters. The position peaked at $7.71K in Q3 2024. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Financial Perspectives reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Financial Perspectives sold 232 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $7.13K.
Financial Perspectives first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 5 quarters.
Financial Perspectives's iShares Preferred and Income Securities ETF position peaked at $7.71K in Q3 2024.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Financial Perspectives's 13F filing for Q2 2025, filed 30 Jul 2025.