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

Northwest 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 Q2	–	Sell	-11,768	Closed	-$362K	–	114
2025 Q1	$362K	Buy	11,768 +111	+1%	+$3.5K	0.3%	73
2024 Q4	$367K	Buy	11,657 +203	+2%	+$6.63K	0.3%	71
2024 Q3	$381K	Sell	11,454 -162	-1%	-$5.21K	0.3%	64
2024 Q2	$366K	Buy	+11,616	New	+$366K	0.37%	63
2024 Q1	–	Sell	-1,432	Closed	-$44.7K	–	387
2023 Q4	$44.7K	Buy	+1,432	New	+$42.8K	0.04%	221

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northwest Financial Advisors's PFF Position: Q2 2025 in Review

Northwest Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 11,768 shares — an estimated $362K sold.

Northwest Financial Advisors first reported a position in PFF in Q4 2023 and held it in 5 quarters. The position peaked at $381K in Q3 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Northwest Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Northwest Financial Advisors sold 11,768 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $362K.
Northwest Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 5 quarters.
Northwest Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $381K in Q3 2024.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.