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Safeguard Investment Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Safeguard Investment Advisory Group’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 		– Sell
-6,765
Closed -$214K – 159
2025
Q3 		$214K Buy
6,765
+8
+0.1% +$252 0.05% 138
2025
Q2 		$207K Buy
+6,757
New +$203K 0.05% 131
2021
Q1 		– Sell
-4,288
Closed -$165K – 519
2020
Q4 		$165K Buy
+4,288
New +$160K 0.15% 83

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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Safeguard Investment Advisory Group's PFF Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 6,765 shares — an estimated $214K sold.

Safeguard Investment Advisory Group first reported a position in PFF in Q4 2020 and held it in 3 quarters. The position peaked at $214K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Safeguard Investment Advisory Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 6,765 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $214K.
  • Safeguard Investment Advisory Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 3 quarters.
  • Safeguard Investment Advisory Group's iShares Preferred and Income Securities ETF position peaked at $214K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.