BHK Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

BHK Investment Advisors’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	$215K	Hold	7,040	–	–	0.06%	77
2026 Q1	$213K	Buy	+7,040	New	+$220K	0.07%	77
2020 Q4	–	Sell	-6,023	Closed	-$220K	–	62
2020 Q3	$220K	Hold	6,023	–	–	0.12%	58
2020 Q2	$209K	Sell	6,023 -2,700	-31%	-$92K	0.12%	57
2020 Q1	$278K	Buy	8,723 +2,227	+34%	+$79.9K	0.2%	40
2019 Q4	$244K	Sell	6,496 -6,467	-50%	-$241K	0.14%	56
2019 Q3	$487K	Hold	12,963	–	–	0.28%	47
2019 Q2	$478K	Buy	12,963 +745	+6%	+$27.3K	0.27%	52
2019 Q1	$447K	Sell	12,218 -1,365	-10%	-$49K	0.27%	54
2018 Q4	$465K	Buy	13,583 +650	+5%	+$23K	0.35%	34
2018 Q3	$480K	Buy	12,933 +684	+6%	+$25.7K	0.32%	40
2018 Q2	$462K	Sell	12,249 -110	-0.9%	-$4.1K	0.32%	37
2018 Q1	$464K	Buy	+12,359	New	+$464K	0.34%	33

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

BHK Investment Advisors's PFF Position: Q2 2026 in Review

BHK Investment Advisors held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 7,040 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #77.

BHK Investment Advisors first reported a position in PFF in Q1 2018 and has held it in 13 quarters since. The position peaked at $487K in Q3 2019. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

BHK Investment Advisors held 7,040 shares of iShares Preferred and Income Securities ETF worth $215K as of Q2 2026.
BHK Investment Advisors left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.06% of BHK Investment Advisors's portfolio in Q2 2026, its #77 holding.
BHK Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and has held it in 13 quarters since.
BHK Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $487K in Q3 2019.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.