PDL
PFF icon

Portfolio Design Labs’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Portfolio Design Labs’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
-28,436
Closed -$874K – 185
2025
Q1 		$874K Hold
28,436
– – 0.18% 100
2024
Q4 		$894K Buy
+28,436
New +$928K 0.18% 108

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

Portfolio Design Labs's PFF Position: Q2 2025 in Review

Portfolio Design Labs sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 28,436 shares — an estimated $874K sold.

Portfolio Design Labs first reported a position in PFF in Q4 2024 and held it in 2 quarters. The position peaked at $894K in Q4 2024. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • Portfolio Design Labs reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Portfolio Design Labs sold 28,436 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $874K.
  • Portfolio Design Labs first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 2 quarters.
  • Portfolio Design Labs's iShares Preferred and Income Securities ETF position peaked at $894K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Portfolio Design Labs's 13F filing for Q2 2025, filed 13 Aug 2025.