Pines Wealth Management’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
2026
Q1
Sell
-8,566
Closed -$265K 234
2025
Q4
$265K Buy
8,566
+1,456
+20% +$45.3K 0.09% 189
2025
Q3
$225K Hold
7,110
0.08% 208
2025
Q2
$220K Hold
7,110
0.08% 216
2025
Q1
$206K Buy
+7,110
New +$224K 0.1% 191

Other funds holding PFF

Pines Wealth Management's PFF Position: Q1 2026 in Review

Pines Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 8,566 shares — an estimated $265K sold.

Pines Wealth Management first reported a position in PFF in Q1 2025 and held it in 4 quarters. The position peaked at $265K in Q4 2025. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Pines Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Pines Wealth Management sold 8,566 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $265K.
  • Pines Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and held it in 4 quarters.
  • Pines Wealth Management's iShares Preferred and Income Securities ETF position peaked at $265K in Q4 2025.
  • 972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.