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	–	259
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 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

GoalVest Advisory's PFF Position: Q2 2025 in Review

GoalVest Advisory sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 200 shares — an estimated $6.15K sold.

GoalVest Advisory first reported a position in PFF in Q4 2020 and held it in 7 quarters. The position peaked at $956K in Q4 2020. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

GoalVest Advisory reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 200 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $6.15K.
GoalVest Advisory first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 7 quarters.
GoalVest Advisory's iShares Preferred and Income Securities ETF position peaked at $956K in Q4 2020.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.