Lionsbridge Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lionsbridge 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	–	Sell	-29,637	Closed	-$911K	–	68
2025 Q1	$911K	Sell	29,637 -3,235	-10%	-$102K	0.81%	40
2024 Q4	$1.03M	Sell	32,872 -1,545	-4%	-$50.4K	0.87%	40
2024 Q3	$1.14M	Sell	34,417 -565	-2%	-$18.2K	0.9%	37
2024 Q2	$1.1M	Sell	34,982 -507	-1%	-$16K	0.88%	37
2024 Q1	$1.14M	Sell	35,489 -832	-2%	-$26.5K	0.88%	36
2023 Q4	$1.13M	Buy	+36,321	New	+$1.09M	0.91%	39

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 $1.78B AUM 13.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lionsbridge Wealth Management's PFF Position: Q2 2025 in Review

Lionsbridge Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 29,637 shares — an estimated $911K sold.

Lionsbridge Wealth Management first reported a position in PFF in Q4 2023 and held it in 6 quarters. The position peaked at $1.14M in Q1 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Lionsbridge Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Lionsbridge Wealth Management sold 29,637 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $911K.
Lionsbridge Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 6 quarters.
Lionsbridge Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.14M in Q1 2024.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.