NorthRock Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

NorthRock Partners’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 Q2	–	Sell	-1,362	Closed	-$41.9K	–	854
2025 Q1	$41.9K	Buy	1,362 +109	+9%	+$3.44K	﹤0.01%	695
2024 Q4	$39.4K	Sell	1,253 -1,682	-57%	-$54.9K	﹤0.01%	667
2024 Q3	$97.5K	Sell	2,935 -3,837	-57%	-$123K	﹤0.01%	656
2024 Q2	$214K	Sell	6,772 -11,289	-63%	-$355K	0.01%	561
2024 Q1	$582K	Sell	18,061 -3,812	-17%	-$122K	0.02%	317
2023 Q4	$682K	Buy	+21,873	New	+$653K	0.03%	250
2023 Q1	–	Sell	-42,478	Closed	-$1.3M	–	357
2022 Q4	$1.3M	Sell	42,478 -37,082	-47%	-$1.15M	0.15%	75
2022 Q3	$2.52M	Buy	+79,560	New	+$2.67M	0.29%	40

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 22.96% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NorthRock Partners's PFF Position: Q2 2025 in Review

NorthRock Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 1,362 shares — an estimated $41.9K sold.

NorthRock Partners first reported a position in PFF in Q3 2022 and held it in 8 quarters. The position peaked at $2.52M in Q3 2022. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

NorthRock Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 1,362 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $41.9K.
NorthRock Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2022 and held it in 8 quarters.
NorthRock Partners's iShares Preferred and Income Securities ETF position peaked at $2.52M in Q3 2022.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.