Raleigh Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Raleigh Capital 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	-25	Closed	-$782	–	904
2024 Q4	$782	Hold	25	–	–	﹤0.01%	918
2024 Q3	$821	Sell	25 -4,130	-99%	-$133K	﹤0.01%	903
2024 Q2	$131K	Sell	4,155 -1,814	-30%	-$57.1K	0.06%	227
2024 Q1	$192K	Buy	5,969 +5,912	+10,372%	+$188K	0.08%	202
2023 Q4	$1.77K	Sell	57 -299	-84%	-$8.93K	﹤0.01%	880
2023 Q3	$10.7K	Sell	356 -71	-17%	-$2.17K	0.01%	500
2023 Q2	$13.2K	Sell	427 -31	-7%	-$949	0.01%	436
2023 Q1	$14.3K	Buy	458 +367	+403%	+$11.8K	0.01%	429
2022 Q4	$2.79K	Buy	91 +1	+1%	+$31	﹤0.01%	635
2022 Q3	$3K	Buy	90 +1	+1%	+$34	﹤0.01%	604
2022 Q2	$3K	Sell	89 -12	-12%	-$406	﹤0.01%	511
2022 Q1	$4K	Buy	+101	New	+$3.71K	﹤0.01%	490

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raleigh Capital Management's PFF Position: Q1 2025 in Review

Raleigh Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 25 shares — an estimated $782 sold.

Raleigh Capital Management first reported a position in PFF in Q1 2022 and held it in 12 quarters. The position peaked at $192K in Q1 2024. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Raleigh Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 25 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $782.
Raleigh Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's iShares Preferred and Income Securities ETF position peaked at $192K in Q1 2024.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.