Tradewinds Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Tradewinds Capital Management’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	-110	Closed	-$3.46K	–	717
2024 Q4	$3.46K	Buy	+110	New	+$3.59K	﹤0.01%	457
2018 Q1	–	Sell	-500	Closed	-$19K	–	698
2017 Q4	$19K	Buy	+500	New	+$19.2K	0.01%	323
2016 Q1	–	Sell	-33	Closed	-$1K	–	671
2015 Q4	$1K	Hold	33	–	–	﹤0.01%	611
2015 Q3	$1K	Buy	+33	New	+$1.29K	﹤0.01%	592

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

Tradewinds Capital Management's PFF Position: Q1 2025 in Review

Tradewinds Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 110 shares — an estimated $3.46K sold.

Tradewinds Capital Management first reported a position in PFF in Q3 2015 and held it in 4 quarters. The position peaked at $19K in Q4 2017. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

Tradewinds Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Tradewinds Capital Management sold 110 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $3.46K.
Tradewinds Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2015 and held it in 4 quarters.
Tradewinds Capital Management's iShares Preferred and Income Securities ETF position peaked at $19K in Q4 2017.
1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.