GRP
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Global Retirement Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Global Retirement Partners’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
Q4 		$3.89M Sell
125,575
-341
-0.3% -$10.6K 0.07% 260
2025
Q3 		$3.98M Sell
125,916
-1,540
-1% -$48.4K 0.09% 208
2025
Q2 		$3.91M Buy
+127,456
New +$3.84M 0.1% 195
2024
Q4 		$1.33M Sell
42,170
-9,151
-18% -$299K 0.04% 389
2024
Q3 		$1.71M Sell
51,321
-870
-2% -$28K 0.05% 324
2024
Q2 		$1.65M Buy
52,191
+18,584
+55% +$585K 0.05% 305
2024
Q1 		$1.08M Buy
33,607
+369
+1% +$11.8K 0.04% 345
2023
Q4 		$1.05M Buy
33,238
+5,269
+19% +$157K 0.04% 333
2023
Q3 		$811K Sell
27,969
-260
-0.9% -$7.95K 0.04% 345
2023
Q2 		$873K Sell
28,229
-1,427
-5% -$43.7K 0.04% 337
2023
Q1 		$890K Buy
29,656
+3,791
+15% +$122K 0.05% 322
2022
Q4 		$790K Buy
25,865
+1,858
+8% +$57.8K 0.05% 290
2022
Q3 		$732K Buy
24,007
+755
+3% +$25.3K 0.06% 302
2022
Q2 		$765K Sell
23,252
-997
-4% -$33.7K 0.06% 283
2022
Q1 		$807K Buy
+24,249
New +$892K 0.06% 283
2021
Q4 		– Sell
-16,193
Closed -$628K – 1336
2021
Q3 		$628K Buy
16,193
+1,159
+8% +$45.5K 0.06% 262
2021
Q2 		$591K Buy
15,034
+4,819
+47% +$187K 0.06% 262
2021
Q1 		$392K Buy
10,215
+2,466
+32% +$93.5K 0.05% 295
2020
Q4 		$298K Buy
7,749
+37
+0.5% +$1.38K 0.04% 322
2020
Q3 		$281K Sell
7,712
-74
-1% -$2.66K 0.04% 306
2020
Q2 		$270K Sell
7,786
-4,049
-34% -$138K 0.04% 308
2020
Q1 		$377K Buy
11,835
+2,672
+29% +$95.8K 0.07% 230
2019
Q4 		$344K Buy
9,163
+48
+0.5% +$1.79K 0.05% 286
2019
Q3 		$342K Sell
9,115
-3,480
-28% -$129K 0.06% 270
2019
Q2 		$464K Buy
12,595
+6,607
+110% +$242K 0.09% 192
2019
Q1 		$219K Sell
5,988
-155
-3% -$5.57K 0.05% 287
2018
Q4 		$210K Sell
6,143
-1,935
-24% -$68.5K 0.05% 273
2018
Q3 		$300K Sell
8,078
-1,123
-12% -$42.1K 0.07% 238
2018
Q2 		$347K Sell
9,201
-240
-3% -$8.94K 0.09% 209
2018
Q1 		$355K Sell
9,441
-1,112
-11% -$41.7K 0.1% 200
2017
Q4 		$402K Sell
10,553
-6,483
-38% -$249K 0.11% 171
2017
Q3 		$661K Buy
17,036
+1,452
+9% +$56.6K 0.27% 81
2017
Q2 		$610K Buy
15,584
+8,599
+123% +$335K 0.29% 78
2017
Q1 		$270K Buy
6,985
+1,367
+24% +$52.3K 0.15% 132
2016
Q4 		$209K Buy
+5,618
New +$213K 0.14% 142

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's PFF Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Preferred and Income Securities ETF (PFF) stake by 0.27% in Q4 2025, selling an estimated $10.6K and leaving 125,575 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #260.

Global Retirement Partners first reported a position in PFF in Q4 2016 and has held it in 35 quarters since. The position peaked at $3.98M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Global Retirement Partners held 125,575 shares of iShares Preferred and Income Securities ETF worth $3.89M as of Q4 2025.
  • Global Retirement Partners sold 341 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $10.6K.
  • iShares Preferred and Income Securities ETF made up 0.07% of Global Retirement Partners's portfolio in Q4 2025, its #260 holding.
  • Global Retirement Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's iShares Preferred and Income Securities ETF position peaked at $3.98M in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.