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Roble Belko & Company’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Roble Belko & Company’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
Q2 		– Sell
-66
Closed -$2K – 464
2025
Q1 		$2K Buy
66
+1
+2% +$32 ﹤0.01% 331
2024
Q4 		$2K Buy
65
+1
+2% +$33 ﹤0.01% 313
2024
Q3 		$2K Buy
64
+1
+2% +$32 ﹤0.01% 293
2024
Q2 		$2K Buy
+63
New +$1.98K ﹤0.01% 290

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Roble Belko & Company's PFF Position: Q2 2025 in Review

Roble Belko & Company sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 66 shares — an estimated $2K sold.

Roble Belko & Company first reported a position in PFF in Q2 2024 and held it in 4 quarters. The position peaked at $2K in Q1 2025. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

  • Roble Belko & Company reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Roble Belko & Company sold 66 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $2K.
  • Roble Belko & Company first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and held it in 4 quarters.
  • Roble Belko & Company's iShares Preferred and Income Securities ETF position peaked at $2K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Roble Belko & Company's 13F filing for Q2 2025, filed 4 Aug 2025.