Blue Edge Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Blue Edge Capital’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	$2.07M	Buy	+67,832	New	+$2.11M	0.25%	66
2019 Q2	–	Sell	-48,861	Closed	-$1.79M	–	92
2019 Q1	$1.79M	Buy	48,861 +3,198	+7%	+$115K	0.68%	37
2018 Q4	$1.56M	Sell	45,663 -51,034	-53%	-$1.81M	0.67%	39
2018 Q3	$3.59M	Buy	96,697 +657	+0.7%	+$24.6K	1.33%	19
2018 Q2	$3.62M	Buy	96,040 +732	+0.8%	+$27.3K	1.45%	16
2018 Q1	$3.58M	Buy	95,308 +4,375	+5%	+$164K	1.44%	17
2017 Q4	$3.46M	Buy	90,933 +11,096	+14%	+$426K	1.38%	17
2017 Q3	$3.1M	Sell	79,837 -339	-0.4%	-$13.2K	1.41%	18
2017 Q2	$3.14M	Buy	80,176 +2,737	+4%	+$107K	1.48%	18
2017 Q1	$3M	Sell	77,439 -2,770	-3%	-$106K	1.5%	17
2016 Q4	$2.87M	Buy	80,209 +123	+0.2%	+$4.67K	1.61%	15
2016 Q3	$3.16M	Sell	80,086 -108	-0.1%	-$4.31K	1.73%	16
2016 Q2	$3.2M	Buy	80,194 +9,060	+13%	+$355K	1.77%	16
2016 Q1	$2.78M	Sell	71,134 -796	-1%	-$30.4K	1.65%	16
2015 Q4	$2.79M	Buy	71,930 +1,600	+2%	+$62.3K	1.82%	15
2015 Q3	$2.71M	Buy	70,330 +12,005	+21%	+$469K	1.94%	13
2015 Q2	$2.28M	Buy	58,325 +1,372	+2%	+$54.4K	1.49%	16
2015 Q1	$2.28M	Sell	56,953 -715	-1%	-$28.5K	1.53%	15
2014 Q4	$2.27M	Buy	57,668 +10,433	+22%	+$412K	1.56%	13
2014 Q3	$1.87M	Buy	47,235 +69	+0.1%	+$2.73K	1.31%	18
2014 Q2	$1.88M	Sell	47,166 -197	-0.4%	-$7.76K	1.28%	19
2014 Q1	$1.85M	Buy	47,363 +2,609	+6%	+$99.6K	1.29%	17
2013 Q4	$1.65M	Buy	+44,754	New	+$1.69M	1.21%	18

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

Blue Edge Capital's PFF Position: Q2 2026 in Review

Blue Edge Capital opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 67,832 shares worth $2.07M. The stake represents 0.25% of the portfolio and ranks #66 among its holdings. This is a return to the name: Blue Edge Capital previously reported a position in PFF as recently as Q1 2019.

Blue Edge Capital first reported a position in PFF in Q4 2013 and has held it in 23 quarters since. The position peaked at $3.62M in Q2 2018. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Blue Edge Capital held 67,832 shares of iShares Preferred and Income Securities ETF worth $2.07M as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Blue Edge Capital position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.25% of Blue Edge Capital's portfolio in Q2 2026, its #66 holding.
Blue Edge Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2013 and has held it in 23 quarters since.
Blue Edge Capital's iShares Preferred and Income Securities ETF position peaked at $3.62M in Q2 2018.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.