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

Iron Horse 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	$279	Sell	9 -118	-93%	-$3.55K	﹤0.01%	559
2025 Q1	$3.9K	Buy	127 +118	+1,311%	+$3.72K	﹤0.01%	395
2024 Q4	$278	Hold	9	–	–	﹤0.01%	476
2024 Q3	$288	Hold	9	–	–	﹤0.01%	474
2024 Q2	$269	Buy	9 +1	+13%	+$31	﹤0.01%	454
2024 Q1	$271	Hold	8	–	–	﹤0.01%	438
2023 Q4	$259	Hold	8	–	–	﹤0.01%	469
2023 Q3	$245	Hold	8	–	–	﹤0.01%	480
2023 Q2	$248	Buy	8 +1	+14%	+$31	﹤0.01%	295
2023 Q1	$246	Hold	7	–	–	﹤0.01%	326
2022 Q4	$0	Buy	+7	New	+$218	﹤0.01%	266
2022 Q2	–	Sell	-5	Closed	–	–	299
2022 Q1	$0	Hold	5	–	–	﹤0.01%	255
2021 Q4	$0	Hold	5	–	–	﹤0.01%	238
2021 Q3	$0	Sell	5 -200	-98%	-$7.84K	﹤0.01%	229
2021 Q2	$8K	Hold	205	–	–	0.01%	125
2021 Q1	$8K	Hold	205	–	–	0.01%	116
2020 Q4	$8K	Buy	+205	New	+$7.66K	0.01%	112

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 22.9% 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

Iron Horse Wealth Management's PFF Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 93% in Q2 2025, selling an estimated $3.55K and leaving 9 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Iron Horse Wealth Management first reported a position in PFF in Q4 2020 and has held it in 17 quarters since. The position peaked at $8K in Q2 2021. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Iron Horse Wealth Management held 9 shares of iShares Preferred and Income Securities ETF worth $279 as of Q2 2025.
Iron Horse Wealth Management sold 118 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $3.55K.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #559 holding.
Iron Horse Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and has held it in 17 quarters since.
Iron Horse Wealth Management's iShares Preferred and Income Securities ETF position peaked at $8K in Q2 2021.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.