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Parkworth Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Parkworth Wealth Management’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
-181
Closed -$5.69K – 1282
2024
Q4 		$5.69K Buy
+181
New +$5.91K ﹤0.01% 157

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
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 $424B AUM 22.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parkworth Wealth Management's PFF Position: Q1 2025 in Review

Parkworth Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 181 shares — an estimated $5.69K sold.

Parkworth Wealth Management first reported a position in PFF in Q4 2024 and held it in 1 quarter. The position peaked at $5.69K in Q4 2024. 1,022 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • Parkworth Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Parkworth Wealth Management sold 181 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $5.69K.
  • Parkworth Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 1 quarter.
  • Parkworth Wealth Management's iShares Preferred and Income Securities ETF position peaked at $5.69K in Q4 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Parkworth Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.