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

Finer Wealth 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
2026 Q1	–	Sell	-7,079	Closed	-$219K	–	88
2025 Q4	$219K	Sell	7,079 -1,541	-18%	-$48K	0.11%	79
2025 Q3	$273K	Sell	8,620 -810	-9%	-$25.5K	0.14%	74
2025 Q2	$289K	Sell	9,430 -2,786	-23%	-$83.9K	0.15%	75
2025 Q1	$375K	Sell	12,216 -1,052	-8%	-$33.2K	0.22%	64
2024 Q4	$417K	Sell	13,268 -4,756	-26%	-$155K	0.24%	62
2024 Q3	$599K	Sell	18,024 -9,898	-35%	-$319K	0.37%	51
2024 Q2	$881K	Sell	27,922 -10,524	-27%	-$331K	0.57%	38
2024 Q1	$1.24M	Sell	38,446 -8,112	-17%	-$259K	0.81%	33
2023 Q4	$1.45M	Sell	46,558 -6,879	-13%	-$206K	1.08%	30
2023 Q3	$1.61M	Sell	53,437 -3,331	-6%	-$102K	1.29%	27
2023 Q2	$1.76M	Sell	56,768 -672	-1%	-$20.6K	1.37%	27
2023 Q1	$1.79M	Sell	57,440 -5,845	-9%	-$188K	1.52%	25
2022 Q4	$1.93M	Sell	63,285 -17,556	-22%	-$546K	1.81%	21
2022 Q3	$2.56M	Sell	80,841 -1,115	-1%	-$37.4K	2.52%	11
2022 Q2	$2.69M	Buy	81,956 +4,969	+6%	+$168K	2.46%	12
2022 Q1	$2.8M	Buy	76,987 +17,595	+30%	+$647K	2.29%	11
2021 Q4	$2.34M	Buy	+59,392	New	+$2.31M	1.94%	18

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 $1.92B AUM 19.65% 1-Year Est. Return

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

Finer Wealth Management's PFF Position: Q1 2026 in Review

Finer Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 7,079 shares — an estimated $219K sold.

Finer Wealth Management first reported a position in PFF in Q4 2021 and held it in 17 quarters. The position peaked at $2.8M in Q1 2022. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Finer Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Finer Wealth Management sold 7,079 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $219K.
Finer Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 17 quarters.
Finer Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.8M in Q1 2022.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.