WealthBridge Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WealthBridge Capital 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 Q2	–	Sell	-6,953	Closed	-$214K	–	217
2025 Q1	$214K	Sell	6,953 -194	-3%	-$6.12K	0.06%	193
2024 Q4	$225K	Buy	7,147 +10	+0.1%	+$327	0.06%	187
2024 Q3	$237K	Buy	7,137 +322	+5%	+$10.4K	0.07%	187
2024 Q2	$215K	Sell	6,815 -153	-2%	-$4.82K	0.07%	172
2024 Q1	$225K	Buy	6,968 +6	+0.1%	+$191	0.08%	171
2023 Q4	$217K	Sell	6,962 -340	-5%	-$10.2K	0.08%	165
2023 Q3	$220K	Sell	7,302 -1,293	-15%	-$39.5K	0.09%	157
2023 Q2	$266K	Sell	8,595 -447	-5%	-$13.7K	0.11%	145
2023 Q1	$282K	Sell	9,042 -895	-9%	-$28.7K	0.11%	149
2022 Q4	$303K	Sell	9,937 -2,053	-17%	-$63.9K	0.13%	147
2022 Q3	$394K	Hold	11,990	–	–	0.17%	117
2022 Q2	$394K	Buy	11,990 +1,504	+14%	+$50.9K	0.17%	117
2022 Q1	$382K	Sell	10,486 -703	-6%	-$25.8K	0.14%	120
2021 Q4	$441K	Buy	11,189 +792	+8%	+$30.8K	0.16%	106
2021 Q3	$403K	Sell	10,397 -10,717	-51%	-$420K	0.15%	109
2021 Q2	$831K	Buy	21,114 +464	+2%	+$18K	0.3%	71
2021 Q1	$793K	Buy	20,650 +1,491	+8%	+$56.6K	0.32%	66
2020 Q4	$738K	Buy	19,159 +2,487	+15%	+$92.9K	0.32%	64
2020 Q3	$608K	Hold	16,672	–	–	0.31%	65
2020 Q2	$578K	Buy	16,672 +1,230	+8%	+$41.9K	0.33%	62
2020 Q1	$492K	Buy	15,442 +2,121	+16%	+$76.1K	0.34%	65
2019 Q4	$501K	Buy	13,321 +3,957	+42%	+$148K	0.32%	67
2019 Q3	$351K	Buy	9,364 +400	+4%	+$14.9K	0.25%	80
2019 Q2	$307K	Sell	8,964 -300	-3%	-$11K	0.28%	76
2019 Q1	$337K	Buy	9,264 +300	+3%	+$10.8K	0.21%	79
2018 Q4	$307K	Buy	+8,964	New	+$318K	0.23%	76

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 $1.92B AUM 19.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthBridge Capital Management's PFF Position: Q2 2025 in Review

WealthBridge Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2025, closing a stake of 6,953 shares — an estimated $214K sold.

WealthBridge Capital Management first reported a position in PFF in Q4 2018 and held it in 26 quarters. The position peaked at $831K in Q2 2021. 986 funds tracked by Wall St. Rank hold PFF as of Q2 2025.

WealthBridge Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
WealthBridge Capital Management sold 6,953 iShares Preferred and Income Securities ETF shares in Q2 2025, an estimated $214K.
WealthBridge Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 26 quarters.
WealthBridge Capital Management's iShares Preferred and Income Securities ETF position peaked at $831K in Q2 2021.
986 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2025.

Based on WealthBridge Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.