Strategic Investment Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Strategic Investment Solutions’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 Q1	–	Sell	-1,131	Closed	-$35.3K	–	667
2024 Q4	$35.3K	Buy	+1,131	New	+$36.9K	0.01%	247
2023 Q4	$35.3K	Sell	1,131 -50,364	-98%	-$1.5M	0.01%	552
2023 Q3	$1.58M	Buy	51,495 +49,367	+2,320%	+$1.51M	0.02%	253
2023 Q2	$64.8K	Sell	2,128 -14,032	-87%	-$429K	0.01%	267
2023 Q1	$505K	Sell	16,160 -12,864	-44%	-$413K	0.1%	107
2022 Q4	$981K	Buy	+29,024	New	+$903K	0.48%	41

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 22.9% 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

Strategic Investment Solutions's PFF Position: Q1 2025 in Review

Strategic Investment Solutions sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 1,131 shares — an estimated $35.3K sold.

Strategic Investment Solutions first reported a position in PFF in Q4 2022 and held it in 6 quarters. The position peaked at $1.58M in Q3 2023. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Strategic Investment Solutions reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Strategic Investment Solutions sold 1,131 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $35.3K.
Strategic Investment Solutions first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 6 quarters.
Strategic Investment Solutions's iShares Preferred and Income Securities ETF position peaked at $1.58M in Q3 2023.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Strategic Investment Solutions's 13F filing for Q1 2025, filed 9 May 2025.