Sandbox Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sandbox Financial Partners’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
2026 Q1	–	Sell	-6,764	Closed	-$209K	–	126
2025 Q4	$209K	Hold	6,764	–	–	0.06%	117
2025 Q3	$214K	Buy	+6,764	New	+$213K	0.06%	120
2024 Q3	–	Sell	-6,557	Closed	-$207K	–	110
2024 Q2	$207K	Buy	+6,557	New	+$206K	0.08%	93
2022 Q2	–	Sell	-5,782	Closed	-$211K	–	95
2022 Q1	$211K	Hold	5,782	–	–	0.12%	87
2021 Q4	$228K	Hold	5,782	–	–	0.14%	84
2021 Q3	$224K	Buy	+5,782	New	+$227K	0.16%	81

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

FIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sandbox Financial Partners's PFF Position: Q1 2026 in Review

Sandbox Financial Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 6,764 shares — an estimated $209K sold.

Sandbox Financial Partners first reported a position in PFF in Q3 2021 and held it in 6 quarters. The position peaked at $228K in Q4 2021. 972 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Sandbox Financial Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Sandbox Financial Partners sold 6,764 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $209K.
Sandbox Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2021 and held it in 6 quarters.
Sandbox Financial Partners's iShares Preferred and Income Securities ETF position peaked at $228K in Q4 2021.
972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.