LGT Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-4,653
Closed -$147K 340
2025
Q3
$147K Buy
+4,653
New +$146K 0.32% 61
2024
Q2
Sell
-1,717
Closed -$55.3K 844
2024
Q1
$55.3K Buy
1,717
+11
+0.6% +$351 0.06% 222
2023
Q4
$53.2K Sell
1,706
-614
-26% -$18.3K 0.07% 204
2023
Q3
$69.9K Buy
2,320
+15
+0.7% +$459 0.09% 190
2023
Q2
$71.3K Buy
+2,305
New +$70.5K 0.08% 148
2023
Q1
Sell
-1,288
Closed -$39.3K 164
2022
Q4
$39.3K Buy
+1,288
New +$40.1K 0.05% 140

Other funds holding PFF

LGT Financial Advisors's PFF Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 4,653 shares — an estimated $147K sold.

LGT Financial Advisors first reported a position in PFF in Q4 2022 and held it in 6 quarters. The position peaked at $147K in Q3 2025. 1,006 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 4,653 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $147K.
  • LGT Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 6 quarters.
  • LGT Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $147K in Q3 2025.
  • 1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.