Boreal Capital Management’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
$409K Buy
+13,400
New +$417K 0.3% 73
2026
Q1
Sell
-14,597
Closed -$457K 74
2025
Q4
$452K Sell
14,597
-36,511
-71% -$1.14M 0.34% 77
2025
Q3
$1.62M Sell
51,108
-9,230
-15% -$290K 1.3% 16
2025
Q2
$1.85M Buy
+60,338
New +$1.82M 1.53% 11

Other funds holding PFF

Boreal Capital Management's PFF Position: Q2 2026 in Review

Boreal Capital Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 13,400 shares worth $409K. The stake represents 0.3% of the portfolio and ranks #73 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in PFF as recently as Q4 2025.

Boreal Capital Management first reported a position in PFF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.85M in Q2 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Boreal Capital Management held 13,400 shares of iShares Preferred and Income Securities ETF worth $409K as of Q2 2026.
  • iShares Preferred and Income Securities ETF was a new Boreal Capital Management position in Q2 2026.
  • iShares Preferred and Income Securities ETF made up 0.3% of Boreal Capital Management's portfolio in Q2 2026, its #73 holding.
  • Boreal Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares Preferred and Income Securities ETF position peaked at $1.85M in Q2 2025.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.