Keudell/Morrison Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Keudell/Morrison 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	$273K	Hold	8,893	–	–	0.06%	179
2025 Q1	$273K	Sell	8,893 -850	-9%	-$26.8K	0.06%	168
2024 Q4	$306K	Sell	9,743 -225	-2%	-$7.35K	0.08%	157
2024 Q3	$331K	Buy	9,968 +2,875	+41%	+$92.5K	0.09%	150
2024 Q2	$224K	Hold	7,093	–	–	0.07%	187
2024 Q1	$229K	Hold	7,093	–	–	0.07%	184
2023 Q4	$221K	Hold	7,093	–	–	0.07%	178
2023 Q3	$214K	Sell	7,093 -600	-8%	-$18.3K	0.07%	171
2023 Q2	$238K	Hold	7,693	–	–	0.07%	169
2023 Q1	$240K	Sell	7,693 -425	-5%	-$13.6K	0.07%	163
2022 Q4	$248K	Sell	8,118 -2,350	-22%	-$73.1K	0.08%	161
2022 Q3	$332K	Hold	10,468	–	–	0.12%	122
2022 Q2	$344K	Hold	10,468	–	–	0.13%	123
2022 Q1	$381K	Hold	10,468	–	–	0.16%	123
2021 Q4	$413K	Sell	10,468 -700	-6%	-$27.2K	0.16%	112
2021 Q3	$433K	Hold	11,168	–	–	0.19%	113
2021 Q2	$439K	Hold	11,168	–	–	0.24%	105
2021 Q1	$429K	Hold	11,168	–	–	0.25%	107
2020 Q4	$430K	Hold	11,168	–	–	0.27%	99
2020 Q3	$407K	Hold	11,168	–	–	0.26%	93
2020 Q2	$387K	Sell	11,168 -2,750	-20%	-$93.7K	0.32%	91
2020 Q1	$443K	Hold	13,918	–	–	0.43%	81
2019 Q4	$523K	Hold	13,918	–	–	0.36%	79
2019 Q3	$522K	Hold	13,918	–	–	0.43%	74
2019 Q2	$514K	Hold	13,918	–	–	0.45%	73
2019 Q1	$509K	Buy	+13,918	New	+$500K	0.45%	75

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

Keudell/Morrison Wealth Management's PFF Position: Q2 2025 in Review

Keudell/Morrison Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2025 at 8,893 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #179.

Keudell/Morrison Wealth Management first reported a position in PFF in Q1 2019 and has held it in 26 quarters since. The position peaked at $523K in Q4 2019. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Keudell/Morrison Wealth Management held 8,893 shares of iShares Preferred and Income Securities ETF worth $273K as of Q2 2025.
Keudell/Morrison Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2025.
iShares Preferred and Income Securities ETF made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #179 holding.
Keudell/Morrison Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 26 quarters since.
Keudell/Morrison Wealth Management's iShares Preferred and Income Securities ETF position peaked at $523K in Q4 2019.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.