Prepared Retirement Institute’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
2025
Q1
– Sell
-12,733
Closed -$400K – 88
2024
Q4
$400K Sell
12,733
-531
-4% -$17.3K 0.23% 44
2024
Q3
$441K Sell
13,264
-437
-3% -$14.1K 0.27% 38
2024
Q2
$432K Sell
13,701
-902
-6% -$28.4K 0.29% 41
2024
Q1
$471K Sell
14,603
-3,003
-17% -$95.7K 0.35% 32
2023
Q4
$549K Buy
+17,606
New +$526K 0.41% 35

Other funds holding PFF

Prepared Retirement Institute's PFF Position: Q1 2025 in Review

Prepared Retirement Institute sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 12,733 shares — an estimated $400K sold.

Prepared Retirement Institute first reported a position in PFF in Q4 2023 and held it in 5 quarters. The position peaked at $549K in Q4 2023. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • Prepared Retirement Institute reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Prepared Retirement Institute sold 12,733 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $400K.
  • Prepared Retirement Institute first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 5 quarters.
  • Prepared Retirement Institute's iShares Preferred and Income Securities ETF position peaked at $549K in Q4 2023.
  • 1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Prepared Retirement Institute's 13F filing for Q1 2025, filed 2 May 2025.