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

SWS 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
2025 Q1	–	Sell	-11,647	Closed	-$366K	–	111
2024 Q4	$366K	Sell	11,647 -378	-3%	-$12.3K	0.11%	107
2024 Q3	$400K	Hold	12,025	–	–	0.13%	103
2024 Q2	$379K	Hold	12,025	–	–	0.11%	102
2024 Q1	$388K	Hold	12,025	–	–	0.12%	102
2023 Q4	$375K	Buy	12,025 +365	+3%	+$10.9K	0.12%	101
2023 Q3	$352K	Hold	11,660	–	–	0.13%	102
2023 Q2	$361K	Hold	11,660	–	–	0.13%	102
2023 Q1	$364K	Sell	11,660 -111	-0.9%	-$3.56K	0.14%	106
2022 Q4	$359K	Buy	+11,771	New	+$366K	0.17%	79
2018 Q2	–	Sell	-1,170	Closed	-$44K	–	250
2018 Q1	$44K	Buy	1,170 +690	+144%	+$25.9K	0.03%	160
2017 Q4	$18K	Buy	+480	New	+$18.4K	0.01%	235

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

SWS Partners's PFF Position: Q1 2025 in Review

SWS Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 11,647 shares — an estimated $366K sold.

SWS Partners first reported a position in PFF in Q4 2017 and held it in 11 quarters. The position peaked at $400K in Q3 2024. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

SWS Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
SWS Partners sold 11,647 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $366K.
SWS Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 11 quarters.
SWS Partners's iShares Preferred and Income Securities ETF position peaked at $400K in Q3 2024.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on SWS Partners's 13F filing for Q1 2025, filed 19 May 2025.