Lane & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lane & Associates’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 Q1	$225K	Sell	7,326 -8,984	-55%	-$283K	0.12%	111
2024 Q4	$519K	Sell	16,310 -1,546	-9%	-$50.5K	0.27%	64
2024 Q3	$593K	Sell	17,856 -2,403	-12%	-$77.3K	0.32%	61
2024 Q2	$639K	Buy	20,259 +4,526	+29%	+$142K	0.38%	53
2024 Q1	$507K	Buy	15,733 +4,675	+42%	+$149K	0.32%	62
2023 Q4	$345K	Buy	+11,058	New	+$330K	0.25%	70

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 $1.92B AUM 19.65% 1-Year Est. Return

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

Lane & Associates's PFF Position: Q1 2025 in Review

Lane & Associates reduced its iShares Preferred and Income Securities ETF (PFF) stake by 55% in Q1 2025, selling an estimated $283K and leaving 7,326 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #111.

Lane & Associates first reported a position in PFF in Q4 2023 and has held it in 6 quarters since. The position peaked at $639K in Q2 2024. 1,022 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Lane & Associates held 7,326 shares of iShares Preferred and Income Securities ETF worth $225K as of Q1 2025.
Lane & Associates sold 8,984 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $283K.
iShares Preferred and Income Securities ETF made up 0.12% of Lane & Associates's portfolio in Q1 2025, its #111 holding.
Lane & Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and has held it in 6 quarters since.
Lane & Associates's iShares Preferred and Income Securities ETF position peaked at $639K in Q2 2024.
1,022 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.