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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCWM LLC's PFF Position: Q1 2026 in Review

BCWM LLC reduced its iShares Preferred and Income Securities ETF (PFF) stake by 23% in Q1 2026, selling an estimated $139K and leaving 14,489 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #52.

BCWM LLC first reported a position in PFF in Q3 2021 and has held it in 18 quarters since. The position peaked at $982K in Q4 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • BCWM LLC held 14,489 shares of iShares Preferred and Income Securities ETF worth $439K as of Q1 2026.
  • BCWM LLC sold 4,439 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $139K.
  • iShares Preferred and Income Securities ETF made up 0.12% of BCWM LLC's portfolio in Q1 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 18 quarters since.
  • BCWM LLC's iShares Preferred and Income Securities ETF position peaked at $982K in Q4 2024.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.