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

Washington Trust’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 Q2	–	Sell	-5,611	Closed	-$172K	–	578
2025 Q1	$172K	Buy	5,611 +111	+2%	+$3.5K	0.01%	265
2024 Q4	$173K	Sell	5,500 -5,130	-48%	-$167K	0.01%	281
2024 Q3	$353K	Hold	10,630	–	–	0.01%	232
2024 Q2	$335K	Hold	10,630	–	–	0.01%	236
2024 Q1	$343K	Sell	10,630 -130	-1%	-$4.14K	0.01%	228
2023 Q4	$336K	Buy	10,760 +6,760	+169%	+$202K	0.01%	224
2023 Q3	$121K	Sell	4,000 -3,100	-44%	-$94.8K	0.01%	285
2023 Q2	$220K	Buy	7,100 +1,350	+23%	+$41.3K	0.01%	249
2023 Q1	$180K	Sell	5,750 -66	-1%	-$2.12K	0.01%	263
2022 Q4	$178K	Buy	5,816 +5,000	+613%	+$156K	0.01%	261
2022 Q3	$26K	Sell	816 -1,334	-62%	-$44.7K	﹤0.01%	506
2022 Q2	$71K	Hold	2,150	–	–	﹤0.01%	354
2022 Q1	$78K	Buy	2,150 +150	+8%	+$5.51K	﹤0.01%	366
2021 Q4	$79K	Sell	2,000 -374	-16%	-$14.5K	﹤0.01%	366
2021 Q3	$93K	Sell	2,374 -420	-15%	-$16.5K	﹤0.01%	412
2021 Q2	$110K	Buy	2,794 +2,000	+252%	+$77.5K	﹤0.01%	390
2021 Q1	$31K	Hold	794	–	–	﹤0.01%	605
2020 Q4	$31K	Hold	794	–	–	﹤0.01%	591
2020 Q3	$29K	Sell	794 -425	-35%	-$15.3K	﹤0.01%	550
2020 Q2	$42K	Sell	1,219 -193	-14%	-$6.58K	﹤0.01%	425
2020 Q1	$45K	Buy	+1,412	New	+$50.6K	﹤0.01%	402
2018 Q3	–	Sell	-1,292	Closed	-$49K	–	645
2018 Q2	$49K	Buy	+1,292	New	+$48.1K	﹤0.01%	423

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 22.96% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Washington Trust's PFF Position: Q2 2025 in Review

Washington Trust sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 5,611 shares — an estimated $172K sold.

Washington Trust first reported a position in PFF in Q2 2018 and held it in 22 quarters. The position peaked at $353K in Q3 2024. 988 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

Washington Trust reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 5,611 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $172K.
Washington Trust first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and held it in 22 quarters.
Washington Trust's iShares Preferred and Income Securities ETF position peaked at $353K in Q3 2024.
988 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.