Horizon Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Horizon Wealth Management’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	-24,025	Closed	-$738K	–	114
2025 Q1	$738K	Sell	24,025 -315,713	-93%	-$9.95M	0.12%	40
2024 Q4	$10.7M	Sell	339,738 -601,673	-64%	-$19.6M	1.86%	16
2024 Q3	$31.3M	Buy	941,411 +50,510	+6%	+$1.63M	6.24%	5
2024 Q2	$28.1M	Buy	+890,901	New	+$28M	6.7%	4

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Horizon Wealth Management's PFF Position: Q2 2025 in Review

Horizon Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 24,025 shares — an estimated $738K sold.

Horizon Wealth Management first reported a position in PFF in Q2 2024 and held it in 4 quarters. The position peaked at $31.3M in Q3 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Horizon Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Horizon Wealth Management sold 24,025 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $738K.
Horizon Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and held it in 4 quarters.
Horizon Wealth Management's iShares Preferred and Income Securities ETF position peaked at $31.3M in Q3 2024.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Horizon Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.