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 Q2	$948K	Sell	31,100 -432	-1%	-$13.5K	0.21%	72
2026 Q1	$956K	Buy	31,532 +373	+1%	+$11.7K	0.22%	70
2025 Q4	$965K	Buy	31,159 +17,213	+123%	+$536K	0.22%	73
2025 Q3	$441K	Sell	13,946 -1,114	-7%	-$35K	0.1%	92
2025 Q2	$462K	Sell	15,060 -605	-4%	-$18.2K	0.11%	87
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 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

Boston Research & Management's PFF Position: Q2 2026 in Review

Boston Research & Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q2 2026, selling an estimated $13.5K and leaving 31,100 shares worth $948K. The position accounts for 0.21% of the portfolio, ranked #72.

Boston Research & Management first reported a position in PFF in Q1 2022 and has held it in 18 quarters since. The position peaked at $965K in Q4 2025. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Boston Research & Management held 31,100 shares of iShares Preferred and Income Securities ETF worth $948K as of Q2 2026.
Boston Research & Management sold 432 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $13.5K.
iShares Preferred and Income Securities ETF made up 0.21% of Boston Research & Management's portfolio in Q2 2026, its #72 holding.
Boston Research & Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2022 and has held it in 18 quarters since.
Boston Research & Management's iShares Preferred and Income Securities ETF position peaked at $965K in Q4 2025.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.