PrairieView Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

PrairieView Partners’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
2024 Q4	–	Sell	-1,375	Closed	-$45K	–	382
2024 Q3	$45K	Sell	1,375 -1,202	-47%	-$38.7K	﹤0.01%	204
2024 Q2	$81K	Hold	2,577	–	–	0.01%	172
2024 Q1	$84K	Buy	2,577 +188	+8%	+$5.99K	0.01%	152
2023 Q4	$75K	Hold	2,389	–	–	0.01%	150
2023 Q3	$72K	Hold	2,389	–	–	0.01%	154
2023 Q2	$73K	Hold	2,389	–	–	0.01%	169
2023 Q1	$74K	Hold	2,389	–	–	0.01%	157
2022 Q4	$72K	Hold	2,389	–	–	0.01%	157
2022 Q3	$76K	Sell	2,389 -1,187	-33%	-$39.8K	0.01%	150
2022 Q2	$118K	Sell	3,576 -583	-14%	-$19.7K	0.02%	129
2022 Q1	$151K	Buy	4,159 +2,957	+246%	+$109K	0.02%	122
2021 Q4	$47K	Hold	1,202	–	–	0.01%	214
2021 Q3	$47K	Hold	1,202	–	–	0.01%	172
2021 Q2	$47K	Hold	1,202	–	–	0.01%	170
2021 Q1	$46K	Sell	1,202 -146	-11%	-$5.54K	0.01%	170
2020 Q4	$52K	Hold	1,348	–	–	0.01%	154
2020 Q3	$49K	Hold	1,348	–	–	0.01%	144
2020 Q2	$47K	Hold	1,348	–	–	0.01%	142
2020 Q1	$43K	Buy	+1,348	New	+$48.3K	0.01%	140

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PrairieView Partners's PFF Position: Q4 2024 in Review

PrairieView Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 1,375 shares — an estimated $45K sold.

PrairieView Partners first reported a position in PFF in Q1 2020 and held it in 19 quarters. The position peaked at $151K in Q1 2022. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

PrairieView Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
PrairieView Partners sold 1,375 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $45K.
PrairieView Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 19 quarters.
PrairieView Partners's iShares Preferred and Income Securities ETF position peaked at $151K in Q1 2022.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on PrairieView Partners's 13F filing for Q4 2024, filed 29 Jan 2025.