Lindbrook Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lindbrook Capital’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	$566K	Hold	18,406	–	–	0.05%	207
2024 Q4	$579K	Hold	18,406	–	–	0.05%	201
2024 Q3	$612K	Buy	18,406 +10,678	+138%	+$344K	0.05%	196
2024 Q2	$244K	Hold	7,728	–	–	0.02%	325
2024 Q1	$249K	Hold	7,728	–	–	0.02%	314
2023 Q4	$241K	Hold	7,728	–	–	0.02%	311
2023 Q3	$233K	Hold	7,728	–	–	0.03%	286
2023 Q2	$239K	Hold	7,728	–	–	0.03%	287
2023 Q1	$241K	Sell	7,728 -11,454	-60%	-$368K	0.03%	272
2022 Q4	$586K	Hold	19,182	–	–	0.07%	163
2022 Q3	$607K	Hold	19,182	–	–	0.1%	116
2022 Q2	$631K	Buy	19,182 +11,454	+148%	+$388K	0.1%	123
2022 Q1	$281K	Sell	7,728 -57,938	-88%	-$2.13M	0.04%	227
2021 Q4	$2.59M	Buy	+65,666	New	+$2.55M	0.39%	33

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 $6.73T AUM 46.02% 1-Year Est. Return

Lindbrook Capital's PFF Position: Q1 2025 in Review

Lindbrook Capital held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2025 at 18,406 shares worth $566K. The position accounts for 0.05% of the portfolio, ranked #207.

Lindbrook Capital first reported a position in PFF in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.59M in Q4 2021. 1,023 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Lindbrook Capital held 18,406 shares of iShares Preferred and Income Securities ETF worth $566K as of Q1 2025.
Lindbrook Capital left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2025.
iShares Preferred and Income Securities ETF made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #207 holding.
Lindbrook Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's iShares Preferred and Income Securities ETF position peaked at $2.59M in Q4 2021.
1,023 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.