BOS Asset Management
PFF icon

BOS Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

BOS Asset Management’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
Q3 		$4.68M Sell
158,564
-8,199
-5% -$249K 1.09% 26
2026
Q2 		$5.08M Buy
166,763
+10
+0% +$311 1.18% 24
2026
Q1 		$5.06M Sell
166,753
-798
-0.5% -$25K 1.29% 18
2025
Q4 		$5.19M Buy
167,551
+177
+0.1% +$5.51K 1.39% 17
2025
Q3 		$5.29M Buy
167,374
+739
+0.4% +$23.2K 1.49% 15
2025
Q2 		$5.11M Buy
166,635
+882
+0.5% +$26.5K 1.63% 14
2025
Q1 		$5.09M Sell
165,753
-98
-0.1% -$3.09K 1.75% 14
2024
Q4 		$5.21M Buy
165,851
+7,845
+5% +$256K 1.87% 11
2024
Q3 		$5.25M Buy
158,006
+14
+0% +$451 1.93% 12
2024
Q2 		$4.98M Sell
157,992
-837
-0.5% -$26.3K 2.3% 12
2024
Q1 		$5.12M Sell
158,829
-39
-0% -$1.24K 2.69% 9
2023
Q4 		$4.96M Sell
158,868
-1,541
-1% -$46K 3.4% 4
2023
Q3 		$4.84M Buy
160,409
+9,034
+6% +$276K 3.55% 4
2023
Q2 		$4.68M Sell
151,375
-87
-0.1% -$2.66K 3.64% 3
2023
Q1 		$4.73M Sell
151,462
-2,109
-1% -$67.7K 3.94% 4
2022
Q4 		$4.69M Buy
+153,571
New +$4.78M 4.18% 2

Other funds holding PFF

First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

BOS Asset Management's PFF Position: Q3 2026 in Review

BOS Asset Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 4.9% in Q3 2026, selling an estimated $249K and leaving 158,564 shares worth $4.68M. The position accounts for 1.09% of the portfolio, ranked #26.

BOS Asset Management first reported a position in PFF in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.29M in Q3 2025. 294 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • BOS Asset Management held 158,564 shares of iShares Preferred and Income Securities ETF worth $4.68M as of Q3 2026.
  • BOS Asset Management sold 8,199 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $249K.
  • iShares Preferred and Income Securities ETF made up 1.09% of BOS Asset Management's portfolio in Q3 2026, its #26 holding.
  • BOS Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's iShares Preferred and Income Securities ETF position peaked at $5.29M in Q3 2025.
  • 294 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.