Caldwell Sutter Capital’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
$29.9K Buy
980
+40
+4% +$1.25K 0.01% 479
2026
Q1
$28.5K Buy
940
+75
+9% +$2.35K 0.01% 440
2025
Q4
$26.8K Sell
865
-154
-15% -$4.8K 0.01% 438
2025
Q3
$32.2K Buy
1,019
+100
+11% +$3.14K 0.01% 415
2025
Q2
$28.2K Buy
919
+20
+2% +$602 0.01% 422
2025
Q1
$27.6K Sell
899
-950
-51% -$29.9K 0.01% 426
2024
Q4
$58.1K Sell
1,849
-1,000
-35% -$32.6K 0.03% 342
2024
Q3
$94.7K Sell
2,849
-811
-22% -$26.1K 0.04% 286
2024
Q2
$115K Buy
3,660
+275
+8% +$8.66K 0.06% 255
2024
Q1
$109K Buy
3,385
+2,000
+144% +$63.8K 0.05% 265
2023
Q4
$43.2K Hold
1,385
0.02% 355
2023
Q3
$41.8K Hold
1,385
0.02% 343
2023
Q2
$42.8K Buy
1,385
+1,231
+799% +$37.7K 0.02% 341
2023
Q1
$4.81K Buy
+154
New +$4.95K ﹤0.01% 442

Other funds holding PFF

Caldwell Sutter Capital's PFF Position: Q2 2026 in Review

Caldwell Sutter Capital increased its iShares Preferred and Income Securities ETF (PFF) stake by 4.3% in Q2 2026, buying an estimated $1.25K and bringing the position to 980 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #479.

Caldwell Sutter Capital first reported a position in PFF in Q1 2023 and has held it in 14 quarters since. The position peaked at $115K in Q2 2024. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Caldwell Sutter Capital held 980 shares of iShares Preferred and Income Securities ETF worth $29.9K as of Q2 2026.
  • Caldwell Sutter Capital bought 40 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.25K.
  • iShares Preferred and Income Securities ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #479 holding.
  • Caldwell Sutter Capital first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares Preferred and Income Securities ETF position peaked at $115K in Q2 2024.
  • 972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.