Vermillion & White Wealth Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-552	Closed	-$17.1K	–	387
2025 Q4	$17.1K	Hold	552	–	–	0.01%	269
2025 Q3	$17.5K	Hold	552	–	–	0.01%	271
2025 Q2	$169K	Hold	552	–	–	0.11%	63
2025 Q1	$17K	Sell	552 -141	-20%	-$4.45K	0.01%	207
2024 Q4	$21.8K	Hold	693	–	–	0.02%	190
2024 Q3	$23K	Hold	693	–	–	0.02%	173
2024 Q2	$21.9K	Hold	693	–	–	0.02%	178
2024 Q1	$22.3K	Hold	693	–	–	0.02%	164
2023 Q4	$21.6K	Buy	+693	New	+$20.7K	0.02%	136

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

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

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

Vermillion & White Wealth Management Group's PFF Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 552 shares — an estimated $17.1K sold.

Vermillion & White Wealth Management Group first reported a position in PFF in Q4 2023 and held it in 9 quarters. The position peaked at $169K in Q2 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 552 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $17.1K.
Vermillion & White Wealth Management Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Preferred and Income Securities ETF position peaked at $169K in Q2 2025.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.