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Boston Research & Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Boston Research & 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
Q1 		$956K Buy
31,532
+373
+1% +$11.7K 0.23% 69
2025
Q4 		$964K Buy
31,159
+17,213
+123% +$536K 0.22% 72
2025
Q3 		$440K Sell
13,946
-1,114
-7% -$35K 0.1% 91
2025
Q2 		$462K Sell
15,060
-605
-4% -$18.2K 0.11% 86
2025
Q1 		$481K Sell
15,665
-17
-0.1% -$536 0.12% 83
2024
Q4 		$493K Sell
15,682
-215
-1% -$7.02K 0.12% 83
2024
Q3 		$528K Sell
15,897
-67
-0.4% -$2.16K 0.12% 83
2024
Q2 		$503K Sell
15,964
-975
-6% -$30.7K 0.13% 84
2024
Q1 		$545K Sell
16,939
-552
-3% -$17.6K 0.13% 82
2023
Q4 		$545K Sell
17,491
-4,808
-22% -$144K 0.14% 82
2023
Q3 		$672K Sell
22,299
-924
-4% -$28.2K 0.2% 75
2023
Q2 		$718K Sell
23,223
-930
-4% -$28.5K 0.2% 74
2023
Q1 		$754K Buy
24,153
+707
+3% +$22.7K 0.23% 73
2022
Q4 		$715K Buy
23,446
+3,235
+16% +$101K 0.22% 74
2022
Q3 		$640K Buy
20,211
+3,254
+19% +$109K 0.22% 73
2022
Q2 		$557K Buy
16,957
+7,641
+82% +$259K 0.18% 79
2022
Q1 		$339K Buy
+9,316
New +$343K 0.1% 95

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

Boston Research & Management's PFF Position: Q1 2026 in Review

Boston Research & Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.2% in Q1 2026, buying an estimated $11.7K and bringing the position to 31,532 shares worth $956K. The position accounts for 0.23% of the portfolio, ranked #69.

Boston Research & Management first reported a position in PFF in Q1 2022 and has held it in 17 quarters since. The position peaked at $964K in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Boston Research & Management held 31,532 shares of iShares Preferred and Income Securities ETF worth $956K as of Q1 2026.
  • Boston Research & Management bought 373 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $11.7K.
  • iShares Preferred and Income Securities ETF made up 0.23% of Boston Research & Management's portfolio in Q1 2026, its #69 holding.
  • Boston Research & Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 17 quarters since.
  • Boston Research & Management's iShares Preferred and Income Securities ETF position peaked at $964K in Q4 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.