Bailard
PFF icon

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

Bailard’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
Q3 		– Sell
-7,987
Closed -$244K – 820
2026
Q2 		$244K Buy
+7,987
New +$249K 0.01% 697
2013
Q4 		– Sell
-6,017
Closed -$229K – 234
2013
Q3 		$229K Buy
+6,017
New +$230K 0.04% 189

Other funds holding PFF

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bailard's PFF Position: Q3 2026 in Review

Bailard sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2026, closing a stake of 7,987 shares — an estimated $244K sold.

Bailard first reported a position in PFF in Q3 2013 and held it in 2 quarters. The position peaked at $244K in Q2 2026. 185 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • Bailard reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Bailard sold 7,987 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $244K.
  • Bailard first reported a position in iShares Preferred and Income Securities ETF in Q3 2013 and held it in 2 quarters.
  • Bailard's iShares Preferred and Income Securities ETF position peaked at $244K in Q2 2026.
  • 185 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.