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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.1M Buy
693,046
+1,162
+0.2% +$36.2K 4.69% 2
2026
Q1
$21M Sell
691,884
-2,090
-0.3% -$65.4K 5.26% 2
2025
Q4
$21.5M Buy
693,974
+224,684
+48% +$7M 5.52% 1
2025
Q3
$14.8M Buy
469,290
+248,216
+112% +$7.8M 3.94% 1
2025
Q2
$6.78M Buy
221,074
+199,249
+913% +$6M 2.18% 6
2025
Q1
$671K Buy
21,825
+1,432
+7% +$45.1K 0.25% 103
2024
Q4
$641K Buy
20,393
+7,660
+60% +$250K 0.22% 112
2024
Q3
$423K Buy
+12,733
New +$410K 0.14% 132

Other funds holding PFF

Bard Associates's PFF Position: Q2 2026 in Review

Bard Associates increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.17% in Q2 2026, buying an estimated $36.2K and bringing the position to 693,046 shares worth $21.1M. The position accounts for 4.69% of the portfolio, ranked #2.

Bard Associates first reported a position in PFF in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.5M in Q4 2025. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Bard Associates held 693,046 shares of iShares Preferred and Income Securities ETF worth $21.1M as of Q2 2026.
  • Bard Associates bought 1,162 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $36.2K.
  • iShares Preferred and Income Securities ETF made up 4.69% of Bard Associates's portfolio in Q2 2026, its #2 holding.
  • Bard Associates first reported a position in iShares Preferred and Income Securities ETF in Q3 2024 and has held it in 8 quarters since.
  • Bard Associates's iShares Preferred and Income Securities ETF position peaked at $21.5M in Q4 2025.
  • 967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.