Atwood & Palmer’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Atwood & Palmer’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
2026 Q2	$15.7K	Buy	514 +14	+3%	+$436	﹤0.01%	347
2026 Q1	$15.2K	Sell	500 -40	-7%	-$1.25K	﹤0.01%	347
2025 Q4	$16.7K	Hold	540	–	–	﹤0.01%	341
2025 Q3	$17.1K	Hold	540	–	–	﹤0.01%	344
2025 Q2	$16.6K	Sell	540 -600	-53%	-$18.1K	﹤0.01%	341
2025 Q1	$35K	Sell	1,140 -2,057	-64%	-$64.8K	﹤0.01%	249
2024 Q4	$101K	Buy	3,197 +1,572	+97%	+$51.3K	0.01%	175
2024 Q3	$54K	Sell	1,625 -1,650	-50%	-$53.1K	﹤0.01%	221
2024 Q2	$103K	Hold	3,275	–	–	0.01%	176
2024 Q1	$106K	Sell	3,275 -50	-2%	-$1.59K	0.01%	179
2023 Q4	$104K	Sell	3,325 -310	-9%	-$9.26K	0.01%	182
2023 Q3	$110K	Sell	3,635 -9,438	-72%	-$288K	0.01%	171
2023 Q2	$404K	Sell	13,073 -4,245	-25%	-$130K	0.04%	113
2023 Q1	$541K	Sell	17,318 -492	-3%	-$15.8K	0.05%	99
2022 Q4	$544K	Sell	17,810 -2,250	-11%	-$70K	0.05%	107
2022 Q3	$635K	Sell	20,060 -7,372	-27%	-$247K	0.06%	99
2022 Q2	$902K	Sell	27,432 -264,963	-91%	-$8.97M	0.09%	83
2022 Q1	$10.6M	Sell	292,395 -39,883	-12%	-$1.47M	0.92%	42
2021 Q4	$13.1M	Buy	332,278 +5,892	+2%	+$229K	1.1%	35
2021 Q3	$12.7M	Buy	326,386 +10,638	+3%	+$417K	1.13%	34
2021 Q2	$12.4M	Sell	315,748 -3,047	-1%	-$118K	1.12%	36
2021 Q1	$12.2M	Buy	318,795 +77,434	+32%	+$2.94M	1.18%	33
2020 Q4	$9.29M	Buy	+241,361	New	+$9.02M	1%	35
2018 Q3	–	Sell	-40	Closed	-$2K	–	326
2018 Q2	$2K	Buy	+40	New	+$1.49K	﹤0.01%	297
2016 Q4	–	Sell	-1,168	Closed	-$46K	–	336
2016 Q3	$46K	Hold	1,168	–	–	0.01%	174
2016 Q2	$47K	Hold	1,168	–	–	0.01%	172
2016 Q1	$46K	Buy	+1,168	New	+$44.7K	0.01%	176

Other funds holding PFF

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Atwood & Palmer's PFF Position: Q2 2026 in Review

Atwood & Palmer increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.8% in Q2 2026, buying an estimated $436 and bringing the position to 514 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Atwood & Palmer first reported a position in PFF in Q1 2016 and has held it in 27 quarters since. The position peaked at $13.1M in Q4 2021. 316 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Atwood & Palmer held 514 shares of iShares Preferred and Income Securities ETF worth $15.7K as of Q2 2026.
Atwood & Palmer bought 14 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $436.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #347 holding.
Atwood & Palmer first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and has held it in 27 quarters since.
Atwood & Palmer's iShares Preferred and Income Securities ETF position peaked at $13.1M in Q4 2021.
316 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.