Van Strum & Towne’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Van Strum & Towne’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
2024 Q4	–	Sell	-11,175	Closed	-$371K	–	109
2024 Q3	$371K	Hold	11,175	–	–	0.13%	79
2024 Q2	$353K	Sell	11,175 -300	-3%	-$9.44K	0.13%	79
2024 Q1	$370K	Sell	11,475 -3,050	-21%	-$97.2K	0.14%	78
2023 Q4	$453K	Hold	14,525	–	–	0.18%	66
2023 Q3	$438K	Sell	14,525 -6,500	-31%	-$199K	0.18%	61
2023 Q2	$650K	Hold	21,025	–	–	0.27%	54
2023 Q1	$656K	Buy	+21,025	New	+$675K	0.28%	54
2022 Q1	–	Sell	-6,295	Closed	-$248K	–	105
2021 Q4	$248K	Buy	+6,295	New	+$245K	0.09%	98

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Van Strum & Towne's PFF Position: Q4 2024 in Review

Van Strum & Towne sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2024, closing a stake of 11,175 shares — an estimated $371K sold.

Van Strum & Towne first reported a position in PFF in Q4 2021 and held it in 8 quarters. The position peaked at $656K in Q1 2023. 1,067 funds tracked by Wall St. Rank hold PFF as of Q4 2024.

Van Strum & Towne reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Van Strum & Towne sold 11,175 iShares Preferred and Income Securities ETF shares in Q4 2024, an estimated $371K.
Van Strum & Towne first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 8 quarters.
Van Strum & Towne's iShares Preferred and Income Securities ETF position peaked at $656K in Q1 2023.
1,067 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2024.

Based on Van Strum & Towne's 13F filing for Q4 2024, filed 10 Feb 2025.