Gladstone Institutional Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Gladstone Institutional Advisory’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	-10,221	Closed	-$314K	–	810
2025 Q2	$314K	Sell	10,221 -46,519	-82%	-$1.4M	0.01%	599
2025 Q1	$1.74M	Sell	56,740 -703	-1%	-$22.2K	0.08%	245
2024 Q4	$1.81M	Buy	57,443 +14,619	+34%	+$477K	0.08%	238
2024 Q3	$1.42M	Buy	42,824 +21,569	+101%	+$694K	0.07%	272
2024 Q2	$671K	Sell	21,255 -27	-0.1%	-$850	0.03%	372
2024 Q1	$686K	Sell	21,282 -3,535	-14%	-$113K	0.04%	355
2023 Q4	$774K	Buy	24,817 +2,964	+14%	+$88.5K	0.04%	333
2023 Q3	$659K	Sell	21,853 -87	-0.4%	-$2.66K	0.04%	344
2023 Q2	$679K	Buy	21,940 +748	+4%	+$22.9K	0.04%	343
2023 Q1	$662K	Buy	21,192 +947	+5%	+$30.4K	0.04%	353
2022 Q4	$618K	Sell	20,245 -2,195	-10%	-$68.3K	0.04%	358
2022 Q3	$711K	Sell	22,440 -624	-3%	-$20.9K	0.06%	333
2022 Q2	$758K	Sell	23,064 -52	-0.2%	-$1.76K	0.06%	328
2022 Q1	$842K	Buy	23,116 +1,728	+8%	+$63.5K	0.06%	334
2021 Q4	$843K	Sell	21,388 -4,624	-18%	-$180K	0.07%	291
2021 Q3	$1.01M	Buy	26,012 +2,096	+9%	+$82.2K	0.1%	230
2021 Q2	$941K	Buy	23,916 +2,424	+11%	+$93.9K	0.11%	198
2021 Q1	$825K	Buy	21,492 +3,824	+22%	+$145K	0.13%	169
2020 Q4	$680K	Sell	17,668 -3,595	-17%	-$134K	0.14%	135
2020 Q3	$775K	Sell	21,263 -453	-2%	-$16.3K	0.19%	112
2020 Q2	$752K	Buy	21,716 +2,656	+14%	+$90.5K	0.19%	103
2020 Q1	$607K	Buy	19,060 +2,512	+15%	+$90.1K	0.16%	127
2019 Q4	$622K	Sell	16,548 -932	-5%	-$34.8K	0.15%	118
2019 Q3	$656K	Sell	17,480 -1,164	-6%	-$43.3K	0.17%	110
2019 Q2	$687K	Buy	18,644 +6,057	+48%	+$222K	0.21%	104
2019 Q1	$460K	Buy	12,587 +5,307	+73%	+$191K	0.17%	114
2018 Q4	$249K	Buy	+7,280	New	+$258K	0.15%	143

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

Gladstone Institutional Advisory's PFF Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 10,221 shares — an estimated $314K sold.

Gladstone Institutional Advisory first reported a position in PFF in Q4 2018 and held it in 27 quarters. The position peaked at $1.81M in Q4 2024. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Gladstone Institutional Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,221 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $314K.
Gladstone Institutional Advisory first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 27 quarters.
Gladstone Institutional Advisory's iShares Preferred and Income Securities ETF position peaked at $1.81M in Q4 2024.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.