Global Financial Private Client’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Global Financial Private Client’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	-1,302	Closed	-$40K	–	1209
2025 Q1	$40K	Sell	1,302 -20	-2%	-$631	0.02%	356
2024 Q4	$41.6K	Hold	1,322	–	–	0.02%	337
2024 Q3	$43.9K	Hold	1,322	–	–	0.02%	329
2024 Q2	$41.7K	Sell	1,322 -1,375	-51%	-$43.3K	0.02%	314
2024 Q1	$86.7K	Hold	2,697	–	–	0.04%	255
2023 Q4	$84.1K	Sell	2,697 -29,514	-92%	-$882K	0.04%	245
2023 Q3	$954K	Sell	32,211 -1,786	-5%	-$54.6K	0.49%	51
2023 Q2	$1.06M	Sell	33,997 -26,722	-44%	-$818K	0.52%	50
2023 Q1	$1.89M	Sell	60,719 -10,049	-14%	-$323K	0.98%	22
2022 Q4	$2.16M	Buy	70,768 +12,982	+22%	+$404K	1.21%	19
2022 Q3	$1.84M	Buy	57,786 +3,696	+7%	+$124K	1.06%	19
2022 Q2	$1.79M	Buy	54,090 +52,715	+3,834%	+$1.78M	1.01%	22
2022 Q1	$49.8K	Hold	1,375	–	–	0.02%	263
2021 Q4	$54.2K	Buy	+1,375	New	+$53.4K	0.03%	263
2020 Q2	–	Sell	-461	Closed	-$13.9K	–	535
2020 Q1	$13.9K	Hold	461	–	–	0.01%	333
2019 Q4	$17.3K	Buy	+461	New	+$17.2K	0.01%	342

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

Global Financial Private Client's PFF Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 1,302 shares — an estimated $40K sold.

Global Financial Private Client first reported a position in PFF in Q4 2019 and held it in 16 quarters. The position peaked at $2.16M in Q4 2022. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Global Financial Private Client reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 1,302 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $40K.
Global Financial Private Client first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 16 quarters.
Global Financial Private Client's iShares Preferred and Income Securities ETF position peaked at $2.16M in Q4 2022.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.