Keystone Wealth Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Keystone Wealth Services’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
2026 Q1	–	Sell	-6,648	Closed	-$206K	–	316
2025 Q4	$206K	Sell	6,648 -2,330	-26%	-$72.6K	0.04%	241
2025 Q3	$284K	Sell	8,978 -409	-4%	-$12.9K	0.06%	249
2025 Q2	$288K	Sell	9,387 -329	-3%	-$9.9K	0.07%	235
2025 Q1	$299K	Sell	9,716 -2,767	-22%	-$87.2K	0.08%	211
2024 Q4	$392K	Sell	12,483 -3,451	-22%	-$113K	0.1%	173
2024 Q3	$529K	Sell	15,934 -5,138	-24%	-$165K	0.15%	138
2024 Q2	$665K	Sell	21,072 -2,780	-12%	-$87.5K	0.21%	108
2024 Q1	$769K	Buy	23,852 +1,960	+9%	+$62.5K	0.25%	99
2023 Q4	$683K	Buy	21,892 +2,600	+13%	+$77.7K	0.23%	96
2023 Q3	$582K	Buy	19,292 +88	+0.5%	+$2.69K	0.22%	101
2023 Q2	$594K	Sell	19,204 -2,283	-11%	-$69.9K	0.22%	104
2023 Q1	$671K	Buy	21,487 +3,950	+23%	+$127K	0.27%	86
2022 Q4	$535K	Buy	+17,537	New	+$546K	0.23%	95

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Keystone Wealth Services's PFF Position: Q1 2026 in Review

Keystone Wealth Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 6,648 shares — an estimated $206K sold.

Keystone Wealth Services first reported a position in PFF in Q4 2022 and held it in 13 quarters. The position peaked at $769K in Q1 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Keystone Wealth Services reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Keystone Wealth Services sold 6,648 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $206K.
Keystone Wealth Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 13 quarters.
Keystone Wealth Services's iShares Preferred and Income Securities ETF position peaked at $769K in Q1 2024.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.