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NWAM LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

NWAM LLC’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
-7,423
Closed -$229K – 659
2025
Q2 		$229K Buy
+7,423
New +$223K 0.01% 563
2025
Q1 		– Sell
-14,453
Closed -$454K – 576
2024
Q4 		$454K Sell
14,453
-18,226
-56% -$595K 0.03% 393
2024
Q3 		$1.09M Sell
32,679
-6,121
-16% -$197K 0.07% 256
2024
Q2 		$1.22M Buy
+38,800
New +$1.22M 0.36% 50
2018
Q2 		– Sell
-22,065
Closed -$829K – 362
2018
Q1 		$829K Sell
22,065
-8,281
-27% -$311K 0.21% 113
2017
Q4 		$1.16M Sell
30,346
-6,727
-18% -$258K 0.29% 82
2017
Q3 		$1.44M Sell
37,073
-568
-2% -$22.1K 0.37% 65
2017
Q2 		$1.47M Buy
+37,641
New +$1.46M 0.26% 62
2014
Q4 		– Sell
-5,650
Closed -$223K – 280
2014
Q3 		$223K Sell
5,650
-11,830
-68% -$469K 0.08% 241
2014
Q2 		$698K Sell
17,480
-378
-2% -$14.9K 0.22% 119
2014
Q1 		$697K Buy
17,858
+4,030
+29% +$154K 0.24% 108
2013
Q4 		$509K Sell
13,828
-1,513
-10% -$57.1K 0.27% 90
2013
Q3 		$583K Buy
15,341
+2,375
+18% +$90.8K 0.28% 85
2013
Q2 		$509K Buy
+12,966
New +$521K 0.26% 93

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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

NWAM LLC's PFF Position: Q3 2025 in Review

NWAM LLC sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 7,423 shares — an estimated $229K sold.

NWAM LLC first reported a position in PFF in Q2 2013 and held it in 14 quarters. The position peaked at $1.47M in Q2 2017. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • NWAM LLC reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • NWAM LLC sold 7,423 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $229K.
  • NWAM LLC first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 14 quarters.
  • NWAM LLC's iShares Preferred and Income Securities ETF position peaked at $1.47M in Q2 2017.
  • 987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on NWAM LLC's 13F filing for Q3 2025, filed 28 Oct 2025.