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

WealthPLAN Partners’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
Q1 		– Sell
-6,542
Closed -$206K – 256
2024
Q4 		$206K Sell
6,542
-4,369
-40% -$143K 0.03% 235
2024
Q3 		$363K Buy
10,911
+190
+2% +$6.12K 0.05% 212
2024
Q2 		$338K Hold
10,721
– – 0.04% 239
2024
Q1 		$346K Buy
10,721
+618
+6% +$19.7K 0.04% 240
2023
Q4 		$315K Sell
10,103
-1,717
-15% -$51.3K 0.03% 262
2023
Q3 		$356K Sell
11,820
-2,435
-17% -$74.4K 0.04% 247
2023
Q2 		$441K Hold
14,255
– – 0.06% 202
2023
Q1 		$445K Sell
14,255
-8,490
-37% -$273K 0.05% 214
2022
Q4 		$754K Buy
+22,745
New +$708K 0.05% 203
2022
Q1 		$576K Buy
16,952
+1,603
+10% +$58.9K 0.04% 232
2021
Q4 		$578K Hold
15,349
– – 0.04% 238
2021
Q3 		$596K Buy
15,349
+1,146
+8% +$45K 0.04% 230
2021
Q2 		$556K Buy
14,203
+304
+2% +$11.8K 0.04% 226
2021
Q1 		$536K Sell
13,899
-1,137
-8% -$43.1K 0.04% 220
2020
Q4 		$572K Buy
15,036
+7,164
+91% +$268K 0.05% 199
2020
Q3 		$293K Buy
7,872
+1,217
+18% +$43.8K 0.03% 263
2020
Q2 		$242K Buy
+6,655
New +$227K 0.03% 271
2017
Q4 		– Sell
-7,480
Closed -$290K – 233
2017
Q3 		$290K Buy
7,480
+265
+4% +$10.3K 0.08% 149
2017
Q2 		$283K Buy
7,215
+5,692
+374% +$222K 0.08% 141
2017
Q1 		$58.8K Buy
+1,523
New +$58.2K 0.2% 95
2016
Q3 		$455K Sell
11,590
-9,714
-46% -$388K 0.15% 89
2016
Q2 		$412K Buy
+21,304
New +$835K 0.05% 235
2015
Q4 		$145K Buy
+5,443
New +$212K 0.02% 328
2015
Q2 		$33K Buy
840
+440
+110% +$17.5K 0.01% 219
2015
Q1 		$16K Buy
+400
New +$15.9K 0.01% 340

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthPLAN Partners's PFF Position: Q1 2025 in Review

WealthPLAN Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 6,542 shares — an estimated $206K sold.

WealthPLAN Partners first reported a position in PFF in Q1 2015 and held it in 25 quarters. The position peaked at $754K in Q4 2022. 1,024 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • WealthPLAN Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 6,542 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $206K.
  • WealthPLAN Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and held it in 25 quarters.
  • WealthPLAN Partners's iShares Preferred and Income Securities ETF position peaked at $754K in Q4 2022.
  • 1,024 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on WealthPLAN Partners's 13F filing for Q1 2025, filed 12 May 2025.