Redmont Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Redmont Wealth Advisors’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 Q4	$2.18M	Sell	70,472 -37,571	-35%	-$1.17M	3.3%	7
2025 Q3	$3.42M	Sell	108,043 -9,479	-8%	-$298K	4.76%	4
2025 Q2	$3.61M	Sell	117,522 -11,598	-9%	-$349K	5.29%	3
2025 Q1	$3.97M	Sell	129,120 -434	-0.3%	-$13.7K	7.73%	3
2024 Q4	$4.07M	Buy	129,554 +3,195	+3%	+$104K	7.04%	3
2024 Q3	$4.2M	Sell	126,359 -386	-0.3%	-$12.4K	6.5%	3
2024 Q2	$4M	Sell	126,745 -1,407	-1%	-$44.3K	6.29%	3
2024 Q1	$4.13M	Buy	128,152 +26,165	+26%	+$834K	5.72%	3
2023 Q4	$3.18M	Buy	101,987 +5,708	+6%	+$171K	4.63%	4
2023 Q3	$2.9M	Buy	96,279 +21,384	+29%	+$654K	5.1%	6
2023 Q2	$2.32M	Buy	74,895 +39,644	+112%	+$1.21M	3.98%	6
2023 Q1	$1.1M	Buy	35,251 +1,501	+4%	+$48.2K	2.22%	9
2022 Q4	$1.03M	Buy	33,750 +3,260	+11%	+$101K	1.21%	13
2022 Q3	$966K	Sell	30,490 -32,020	-51%	-$1.07M	1.26%	14
2022 Q2	$2.06M	Sell	62,510 -480	-0.8%	-$16.2K	2.49%	8
2022 Q1	$2.29M	Buy	62,990 +4,830	+8%	+$178K	2.44%	7
2021 Q4	$2.29M	Buy	+58,160	New	+$2.26M	2.45%	6

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 22.96% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Redmont Wealth Advisors's PFF Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 35% in Q4 2025, selling an estimated $1.17M and leaving 70,472 shares worth $2.18M. The position accounts for 3.3% of the portfolio, ranked #7.

Redmont Wealth Advisors first reported a position in PFF in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.2M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

Redmont Wealth Advisors held 70,472 shares of iShares Preferred and Income Securities ETF worth $2.18M as of Q4 2025.
Redmont Wealth Advisors sold 37,571 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $1.17M.
iShares Preferred and Income Securities ETF made up 3.3% of Redmont Wealth Advisors's portfolio in Q4 2025, its #7 holding.
Redmont Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 17 quarters since.
Redmont Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $4.2M in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.