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

Little House 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	–	Sell	-80,133	Closed	-$2.52M	–	145
2024 Q4	$2.52M	Buy	80,133 +3,568	+5%	+$116K	0.72%	38
2024 Q3	$2.54M	Sell	76,565 -1,041	-1%	-$33.5K	0.73%	41
2024 Q2	$2.45M	Buy	77,606 +3,396	+5%	+$107K	0.77%	36
2024 Q1	$2.39M	Buy	+74,210	New	+$2.37M	0.79%	37
2022 Q1	–	Sell	-71,579	Closed	-$2.82M	–	146
2021 Q4	$2.82M	Buy	71,579 +718	+1%	+$27.9K	1.49%	15
2021 Q3	$2.75M	Sell	70,861 -1,230	-2%	-$48.2K	1.61%	13
2021 Q2	$2.84M	Buy	+72,091	New	+$2.79M	1.53%	11

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

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

Little House Capital's PFF Position: Q1 2025 in Review

Little House Capital sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 80,133 shares — an estimated $2.52M sold.

Little House Capital first reported a position in PFF in Q2 2021 and held it in 7 quarters. The position peaked at $2.84M in Q2 2021. 1,022 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Little House Capital reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Little House Capital sold 80,133 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $2.52M.
Little House Capital first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and held it in 7 quarters.
Little House Capital's iShares Preferred and Income Securities ETF position peaked at $2.84M in Q2 2021.
1,022 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Little House Capital's 13F filing for Q1 2025, filed 25 Apr 2025.