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Westshore Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Westshore Wealth’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
Q4 		– Sell
-13,532
Closed -$428K – 110
2025
Q3 		$428K Hold
13,532
– – 0.15% 60
2025
Q2 		$415K Sell
13,532
-2,400
-15% -$72.2K 0.16% 52
2025
Q1 		$490K Sell
15,932
-771
-5% -$24.3K 0.21% 40
2024
Q4 		$525K Sell
16,703
-1,877
-10% -$61.3K 0.21% 34
2024
Q3 		$617K Sell
18,580
-4,206
-18% -$135K 0.25% 31
2024
Q2 		$719K Sell
22,786
-48,156
-68% -$1.52M 0.3% 27
2024
Q1 		$2.29M Sell
70,942
-4,859
-6% -$155K 0.95% 17
2023
Q4 		$2.36M Sell
75,801
-1,219
-2% -$36.4K 1.09% 16
2023
Q3 		$2.32M Sell
77,020
-52,805
-41% -$1.61M 1.29% 11
2023
Q2 		$4.02M Sell
129,825
-15,920
-11% -$487K 2.05% 10
2023
Q1 		$4.55M Sell
145,745
-70,876
-33% -$2.28M 2.39% 10
2022
Q4 		$6.61M Buy
216,621
+196,926
+1,000% +$6.13M 3.77% 5
2022
Q3 		$624K Sell
19,695
-4,698
-19% -$157K 0.43% 24
2022
Q2 		$802K Buy
+24,393
New +$825K 0.52% 21

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Westshore Wealth's PFF Position: Q4 2025 in Review

Westshore Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2025, closing a stake of 13,532 shares — an estimated $428K sold.

Westshore Wealth first reported a position in PFF in Q2 2022 and held it in 14 quarters. The position peaked at $6.61M in Q4 2022. 1,005 funds tracked by Wall St. Rank hold PFF as of Q4 2025.

  • Westshore Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Westshore Wealth sold 13,532 iShares Preferred and Income Securities ETF shares in Q4 2025, an estimated $428K.
  • Westshore Wealth first reported a position in iShares Preferred and Income Securities ETF in Q2 2022 and held it in 14 quarters.
  • Westshore Wealth's iShares Preferred and Income Securities ETF position peaked at $6.61M in Q4 2022.
  • 1,005 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2025.

Based on Westshore Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.