McClarren Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

McClarren Financial 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	-5,154	Closed	-$162K	–	344
2024 Q4	$162K	Buy	+5,154	New	+$168K	0.45%	38
2024 Q3	–	Sell	-31	Closed	-$81K	–	324
2024 Q2	$81K	Sell	31 -2,513	-99%	-$79.1K	0.06%	115
2024 Q1	$82K	Sell	2,544 -1,798	-41%	-$57.3K	0.06%	112
2023 Q4	$135K	Buy	4,342 +100	+2%	+$2.99K	0.1%	88
2023 Q3	$127K	Buy	4,242 +64	+2%	+$1.96K	0.11%	86
2023 Q2	$129K	Buy	4,178 +71	+2%	+$2.17K	0.11%	88
2023 Q1	$128K	Buy	4,107 +46	+1%	+$1.48K	0.12%	85
2022 Q4	$123K	Buy	4,061 +97	+2%	+$3.02K	0.12%	89
2022 Q3	$125K	Buy	+3,964	New	+$133K	0.12%	80
2022 Q2	–	Sell	-3,866	Closed	-$140K	–	197
2022 Q1	$140K	Buy	3,866 +24	+0.6%	+$882	0.1%	73
2021 Q4	$152K	Buy	3,842 +53	+1%	+$2.06K	0.1%	72
2021 Q3	$147K	Buy	3,789 +43	+1%	+$1.69K	0.11%	65
2021 Q2	$147K	Buy	3,746 +45	+1%	+$1.74K	0.12%	63
2021 Q1	$142K	Buy	3,701 +29	+0.8%	+$1.1K	0.13%	66
2020 Q4	$141K	Buy	+3,672	New	+$137K	0.14%	63

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

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 22.9% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

McClarren Financial Advisors's PFF Position: Q1 2025 in Review

McClarren Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 5,154 shares — an estimated $162K sold.

McClarren Financial Advisors first reported a position in PFF in Q4 2020 and held it in 15 quarters. The position peaked at $162K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

McClarren Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 5,154 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $162K.
McClarren Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 15 quarters.
McClarren Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $162K in Q4 2024.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.