Cascade Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cascade Financial Partners’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	–	Sell	-6,623	Closed	-$201K	–	288
2026 Q1	$201K	Buy	+6,623	New	+$207K	0.02%	254
2025 Q4	–	Sell	-16,718	Closed	-$529K	–	278
2025 Q3	$529K	Sell	16,718 -5,388	-24%	-$169K	0.06%	162
2025 Q2	$678K	Buy	22,106 +5,500	+33%	+$166K	0.08%	142
2025 Q1	$510K	Buy	16,606 +1,464	+10%	+$46.2K	0.06%	154
2024 Q4	$476K	Buy	15,142 +1,100	+8%	+$35.9K	0.06%	144
2024 Q3	$467K	Sell	14,042 -1,300	-8%	-$41.8K	0.06%	148
2024 Q2	$484K	Buy	15,342 +316	+2%	+$9.95K	0.06%	142
2024 Q1	$470K	Buy	+15,026	New	+$479K	0.07%	140

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

Cascade Financial Partners's PFF Position: Q2 2026 in Review

Cascade Financial Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2026, closing a stake of 6,623 shares — an estimated $201K sold.

Cascade Financial Partners first reported a position in PFF in Q1 2024 and held it in 8 quarters. The position peaked at $678K in Q2 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Cascade Financial Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Cascade Financial Partners sold 6,623 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $201K.
Cascade Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2024 and held it in 8 quarters.
Cascade Financial Partners's iShares Preferred and Income Securities ETF position peaked at $678K in Q2 2025.
964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.