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

BCWM LLC’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 		$436K Sell
14,288
-201
-1% -$6.26K 0.13% 52
2026
Q1 		$439K Sell
14,489
-4,439
-23% -$139K 0.12% 52
2025
Q4 		$586K Buy
18,928
+61
+0.3% +$1.9K 0.18% 48
2025
Q3 		$597K Sell
18,867
-586
-3% -$18.4K 0.18% 48
2025
Q2 		$597K Sell
19,453
-5,234
-21% -$158K 0.19% 49
2025
Q1 		$759K Sell
24,687
-6,553
-21% -$207K 0.26% 47
2024
Q4 		$982K Buy
+31,240
New +$1.02M 0.35% 49
2024
Q2 		$683K Buy
21,640
+1,092
+5% +$34.4K 0.25% 54
2024
Q1 		$662K Sell
20,548
-125
-0.6% -$3.98K 0.23% 54
2023
Q4 		$645K Buy
20,673
+856
+4% +$25.6K 0.22% 56
2023
Q3 		$597K Buy
19,817
+1,430
+8% +$43.7K 0.22% 56
2023
Q2 		$569K Sell
18,387
-282
-2% -$8.63K 0.19% 56
2023
Q1 		$583K Buy
18,669
+1,531
+9% +$49.2K 0.18% 55
2022
Q4 		$523K Buy
17,138
+446
+3% +$13.9K 0.17% 56
2022
Q3 		$529K Buy
16,692
+1,507
+10% +$50.5K 0.19% 56
2022
Q2 		$499K Sell
15,185
-1,068
-7% -$36.1K 0.17% 55
2022
Q1 		$592K Buy
16,253
+415
+3% +$15.3K 0.18% 54
2021
Q4 		$624K Buy
15,838
+3,666
+30% +$142K 0.18% 58
2021
Q3 		$472K Buy
+12,172
New +$477K 0.14% 58

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCWM LLC's PFF Position: Q2 2026 in Review

BCWM LLC reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q2 2026, selling an estimated $6.26K and leaving 14,288 shares worth $436K. The position accounts for 0.13% of the portfolio, ranked #52.

BCWM LLC first reported a position in PFF in Q3 2021 and has held it in 19 quarters since. The position peaked at $982K in Q4 2024. 968 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • BCWM LLC held 14,288 shares of iShares Preferred and Income Securities ETF worth $436K as of Q2 2026.
  • BCWM LLC sold 201 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $6.26K.
  • iShares Preferred and Income Securities ETF made up 0.13% of BCWM LLC's portfolio in Q2 2026, its #52 holding.
  • BCWM LLC first reported a position in iShares Preferred and Income Securities ETF in Q3 2021 and has held it in 19 quarters since.
  • BCWM LLC's iShares Preferred and Income Securities ETF position peaked at $982K in Q4 2024.
  • 968 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.