Tradition Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Tradition Wealth 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 Q3	–	Sell	-12,492	Closed	-$383K	–	506
2025 Q2	$383K	Sell	12,492 -155	-1%	-$4.67K	0.03%	306
2025 Q1	$389K	Sell	12,647 -1,125	-8%	-$35.5K	0.03%	287
2024 Q4	$433K	Sell	13,772 -1,400	-9%	-$45.7K	0.04%	273
2024 Q3	$504K	Sell	15,172 -2,698	-15%	-$86.8K	0.04%	241
2024 Q2	$564K	Buy	17,870 +798	+5%	+$25.1K	0.05%	215
2024 Q1	$550K	Hold	17,072	–	–	0.06%	212
2023 Q4	$532K	Sell	17,072 -1,049	-6%	-$31.3K	0.06%	179
2023 Q3	$546K	Sell	18,121 -344	-2%	-$10.5K	0.07%	164
2023 Q2	$571K	Sell	18,465 -80	-0.4%	-$2.45K	0.07%	164
2023 Q1	$579K	Sell	18,545 -9,803	-35%	-$315K	0.07%	157
2022 Q4	$865K	Sell	28,348 -17,904	-39%	-$557K	0.12%	116
2022 Q3	$1.47M	Sell	46,252 -1,866	-4%	-$62.5K	0.22%	82
2022 Q2	$1.58M	Sell	48,118 -3,833	-7%	-$130K	0.23%	77
2022 Q1	$1.89M	Buy	51,951 +8,730	+20%	+$321K	0.24%	85
2021 Q4	$1.7M	Buy	43,221 +15,425	+55%	+$599K	0.21%	96
2021 Q3	$1.08M	Buy	27,796 +8,748	+46%	+$343K	0.15%	120
2021 Q2	$749K	Buy	19,048 +2,700	+17%	+$105K	0.11%	138
2021 Q1	$628K	Buy	16,348 +855	+6%	+$32.4K	0.11%	144
2020 Q4	$597K	Buy	+15,493	New	+$579K	0.12%	128

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Tradition Wealth Management's PFF Position: Q3 2025 in Review

Tradition Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 12,492 shares — an estimated $383K sold.

Tradition Wealth Management first reported a position in PFF in Q4 2020 and held it in 19 quarters. The position peaked at $1.89M in Q1 2022. 987 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

Tradition Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Tradition Wealth Management sold 12,492 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $383K.
Tradition Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 19 quarters.
Tradition Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.89M in Q1 2022.
987 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Tradition Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.