MB, Levis & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

MB, Levis & Associates’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 Q3	–	Sell	-167	Closed	-$5.12K	–	286
2025 Q2	$5.12K	Hold	167	–	–	﹤0.01%	217
2025 Q1	$5.13K	Hold	167	–	–	﹤0.01%	212
2024 Q4	$5.25K	Hold	167	–	–	﹤0.01%	217
2024 Q3	$5.55K	Hold	167	–	–	﹤0.01%	218
2024 Q2	$5.27K	Hold	167	–	–	﹤0.01%	217
2024 Q1	$5.38K	Hold	167	–	–	﹤0.01%	215
2023 Q4	$5.21K	Hold	167	–	–	﹤0.01%	211
2023 Q3	$5.04K	Hold	167	–	–	﹤0.01%	217
2023 Q2	$5.17K	Hold	167	–	–	﹤0.01%	219
2023 Q1	$5.21K	Hold	167	–	–	﹤0.01%	220
2022 Q4	$5.1K	Buy	+167	New	+$5.2K	﹤0.01%	208

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MB, Levis & Associates's PFF Position: Q3 2025 in Review

MB, Levis & Associates sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 167 shares — an estimated $5.12K sold.

MB, Levis & Associates first reported a position in PFF in Q4 2022 and held it in 11 quarters. The position peaked at $5.55K in Q3 2024. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

MB, Levis & Associates reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 167 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $5.12K.
MB, Levis & Associates first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 11 quarters.
MB, Levis & Associates's iShares Preferred and Income Securities ETF position peaked at $5.55K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.