Ritholtz Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Ritholtz Wealth 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 Q3	–	Sell	-6,685	Closed	-$205K	–	1098
2025 Q2	$205K	Sell	6,685 -531	-7%	-$16K	﹤0.01%	906
2025 Q1	$222K	Sell	7,216 -215	-3%	-$6.78K	0.01%	834
2024 Q4	$234K	Sell	7,431 -490	-6%	-$16K	0.01%	777
2024 Q3	$263K	Sell	7,921 -21,324	-73%	-$686K	0.01%	736
2024 Q2	$923K	Sell	29,245 -1,112	-4%	-$35K	0.03%	364
2024 Q1	$978K	Buy	30,357 +1,520	+5%	+$48.5K	0.03%	366
2023 Q4	$899K	Sell	28,837 -6,041	-17%	-$180K	0.03%	352
2023 Q3	$1.05M	Buy	34,878 +8,842	+34%	+$270K	0.05%	265
2023 Q2	$805K	Sell	26,036 -5,792	-18%	-$177K	0.04%	330
2023 Q1	$994K	Sell	31,828 -89	-0.3%	-$2.86K	0.05%	263
2022 Q4	$974K	Sell	31,917 -4,379	-12%	-$136K	0.05%	239
2022 Q3	$1.15M	Sell	36,296 -2,772	-7%	-$92.9K	0.06%	217
2022 Q2	$1.28M	Buy	39,068 +3,054	+8%	+$103K	0.08%	150
2022 Q1	$1.31M	Buy	36,014 +7,240	+25%	+$266K	0.09%	143
2021 Q4	$1.14M	Sell	28,774 -3,172	-10%	-$123K	0.07%	148
2021 Q3	$1.24M	Sell	31,946 -1,518	-5%	-$59.5K	0.09%	112
2021 Q2	$1.32M	Sell	33,464 -43	-0.1%	-$1.67K	0.09%	102
2021 Q1	$1.29M	Sell	33,507 -58	-0.2%	-$2.2K	0.11%	91
2020 Q4	$1.29M	Buy	33,565 +469	+1%	+$17.5K	0.12%	72
2020 Q3	$1.21M	Buy	33,096 +1,741	+6%	+$62.6K	0.14%	69
2020 Q2	$1.09M	Sell	31,355 -245	-0.8%	-$8.35K	0.14%	65
2020 Q1	$1.01M	Buy	31,600 +1,922	+6%	+$68.9K	0.16%	50
2019 Q4	$1.12M	Sell	29,678 -2,653	-8%	-$99K	0.16%	46
2019 Q3	$1.21M	Buy	32,331 +878	+3%	+$32.7K	0.2%	39
2019 Q2	$1.16M	Buy	31,453 +1,939	+7%	+$71K	0.2%	37
2019 Q1	$1.08M	Sell	29,514 -156,106	-84%	-$5.61M	0.2%	39
2018 Q4	$6.35M	Sell	185,620 -77,955	-30%	-$2.76M	1.44%	17
2018 Q3	$9.79M	Buy	263,575 +9,331	+4%	+$350K	2.48%	11
2018 Q2	$9.59M	Sell	254,244 -2,109	-0.8%	-$78.6K	2.61%	11
2018 Q1	$9.63M	Sell	256,353 -61,526	-19%	-$2.31M	2.75%	11
2017 Q4	$12.1M	Sell	317,879 -4,607	-1%	-$177K	3.59%	8
2017 Q3	$12.5M	Buy	322,486 +18,701	+6%	+$729K	4.68%	7
2017 Q2	$11.9M	Buy	+303,785	New	+$11.8M	4.99%	7
2016 Q4	$7.96M	Buy	+213,961	New	+$8.13M	4.07%	10

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

FIB

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

Ritholtz Wealth Management's PFF Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 6,685 shares — an estimated $205K sold.

Ritholtz Wealth Management first reported a position in PFF in Q4 2016 and held it in 34 quarters. The position peaked at $12.5M in Q3 2017. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Ritholtz Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 6,685 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $205K.
Ritholtz Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 34 quarters.
Ritholtz Wealth Management's iShares Preferred and Income Securities ETF position peaked at $12.5M in Q3 2017.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.