Independent Family Office’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Independent Family Office’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
2024 Q4	–	Sell	-7,982	Closed	-$265K	–	74
2024 Q3	$265K	Sell	7,982 -4,039	-34%	-$130K	0.13%	65
2024 Q2	$379K	Sell	12,021 -2,328	-16%	-$73.3K	0.22%	48
2024 Q1	$462K	Hold	14,349	–	–	0.25%	48
2023 Q4	$448K	Hold	14,349	–	–	0.25%	46
2023 Q3	$433K	Hold	14,349	–	–	0.27%	46
2023 Q2	$444K	Hold	14,349	–	–	0.27%	45
2023 Q1	$448K	Hold	14,349	–	–	0.26%	45
2022 Q4	$438K	Hold	14,349	–	–	0.26%	46
2022 Q3	$454K	Hold	14,349	–	–	0.22%	46
2022 Q2	$472	Sell	14,349 -12,500	-47%	-$423K	0.23%	43
2022 Q1	$978K	Hold	26,849	–	–	0.32%	33
2021 Q4	$1.06M	Hold	26,849	–	–	0.4%	23
2021 Q3	$1.04M	Hold	26,849	–	–	0.43%	19
2021 Q2	$1.06M	Hold	26,849	–	–	0.41%	21
2021 Q1	$1.03M	Hold	26,849	–	–	0.4%	21
2020 Q4	$1.03M	Hold	26,849	–	–	0.43%	22
2020 Q3	$979K	Hold	26,849	–	–	0.46%	21
2020 Q2	$931K	Hold	26,849	–	–	0.48%	20
2020 Q1	$855K	Hold	26,849	–	–	0.53%	20
2019 Q4	$1.01M	Buy	+26,849	New	+$1M	0.63%	20

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Independent Family Office's PFF Position: Q4 2024 in Review

Independent Family Office sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 7,982 shares — an estimated $265K sold.

Independent Family Office first reported a position in PFF in Q4 2019 and held it in 20 quarters. The position peaked at $1.06M in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Independent Family Office reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Independent Family Office sold 7,982 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $265K.
Independent Family Office first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 20 quarters.
Independent Family Office's iShares Preferred and Income Securities ETF position peaked at $1.06M in Q4 2021.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Independent Family Office's 13F filing for Q4 2024, filed 10 Feb 2025.