GA
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GoalVest Advisory’s iShares Preferred and Income Securities ETF PFF Stock Holding History

GoalVest 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
Q2 		– Sell
-200
Closed -$6.15K – 493
2025
Q1 		$6.15K Buy
+200
New +$6.3K ﹤0.01% 284
2022
Q4 		– Sell
-417
Closed -$13K – 264
2022
Q3 		$13K Sell
417
-16,356
-98% -$548K 0.01% 177
2022
Q2 		$552K Sell
16,773
-1,905
-10% -$64.5K 0.35% 86
2022
Q1 		$680K Buy
+18,678
New +$687K 0.38% 75
2021
Q2 		$681K Buy
17,307
+247
+1% +$9.57K 0.42% 65
2021
Q1 		$655K Sell
17,060
-7,761
-31% -$294K 0.49% 71
2020
Q4 		$956K Buy
+24,821
New +$927K 0.8% 36

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return