Williams Jones Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
FIB
Williams Jones Wealth Management's PFF Position: Q1 2025 in Review
Williams Jones Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 7,152 shares — an estimated $225K sold.
Williams Jones Wealth Management first reported a position in PFF in Q1 2020 and held it in 14 quarters. The position peaked at $749K in Q3 2021. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.
- Williams Jones Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
- Williams Jones Wealth Management sold 7,152 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $225K.
- Williams Jones Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 14 quarters.
- Williams Jones Wealth Management's iShares Preferred and Income Securities ETF position peaked at $749K in Q3 2021.
- 1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.
Based on Williams Jones Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.