RIA Advisory Group’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
-14,872
Closed -$468K 158
2024
Q4
$468K Buy
14,872
+303
+2% +$9.89K 0.16% 80
2024
Q3
$484K Buy
+14,569
New +$469K 0.17% 69
2024
Q1
$460K Buy
+14,274
New +$455K 0.19% 70

Other funds holding PFF

RIA Advisory Group's PFF Position: Q1 2025 in Review

RIA Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 14,872 shares — an estimated $468K sold.

RIA Advisory Group first reported a position in PFF in Q1 2024 and held it in 3 quarters. The position peaked at $484K in Q3 2024. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • RIA Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • RIA Advisory Group sold 14,872 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $468K.
  • RIA Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 3 quarters.
  • RIA Advisory Group's iShares Preferred and Income Securities ETF position peaked at $484K in Q3 2024.
  • 1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.