Next Level Private’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,866
Closed -$211K 154
2025
Q1
$211K Buy
6,866
+75
+1% +$2.37K 0.08% 132
2024
Q4
$213K Buy
6,791
+139
+2% +$4.54K 0.09% 127
2024
Q3
$221K Sell
6,652
-515
-7% -$16.6K 0.09% 128
2024
Q2
$226K Sell
7,167
-8,704
-55% -$274K 0.1% 118
2024
Q1
$512K Buy
+15,871
New +$506K 0.23% 75
2022
Q3
Sell
-13,592
Closed -$447K 145
2022
Q2
$447K Buy
+13,592
New +$460K 0.17% 91

Other funds holding PFF

Next Level Private's PFF Position: Q2 2025 in Review

Next Level Private sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 6,866 shares — an estimated $211K sold.

Next Level Private first reported a position in PFF in Q2 2022 and held it in 6 quarters. The position peaked at $512K in Q1 2024. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • Next Level Private reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Next Level Private sold 6,866 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $211K.
  • Next Level Private first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 6 quarters.
  • Next Level Private's iShares Preferred and Income Securities ETF position peaked at $512K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Next Level Private's 13F filing for Q2 2025, filed 8 Jul 2025.