T
PFF icon

Transce3nd’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Transce3nd’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
-96
Closed -$2.94K – 853
2025
Q2 		$2.94K Sell
96
-60
-38% -$1.81K ﹤0.01% 830
2025
Q1 		$4.79K Sell
156
-1,375
-90% -$43.3K ﹤0.01% 737
2024
Q4 		$48.1K Buy
+1,531
New +$50K 0.02% 378

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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

Transce3nd's PFF Position: Q3 2025 in Review

Transce3nd sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2025, closing a stake of 96 shares — an estimated $2.94K sold.

Transce3nd first reported a position in PFF in Q4 2024 and held it in 3 quarters. The position peaked at $48.1K in Q4 2024. 990 funds tracked by Wall St. Rank hold PFF as of Q3 2025.

  • Transce3nd reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 96 iShares Preferred and Income Securities ETF shares in Q3 2025, an estimated $2.94K.
  • Transce3nd first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's iShares Preferred and Income Securities ETF position peaked at $48.1K in Q4 2024.
  • 990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.