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Marshall & Sterling Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Marshall & Sterling Wealth Advisors’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
-367
Closed -$11.5K – 657
2024
Q4 		$11.5K Buy
+367
New +$12K 0.01% 224

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PFF Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 367 shares — an estimated $11.5K sold.

Marshall & Sterling Wealth Advisors first reported a position in PFF in Q4 2024 and held it in 1 quarter. The position peaked at $11.5K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 367 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $11.5K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $11.5K in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.