Clearstead Advisors’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
$281K Buy
9,211
+1,201
+15% +$37.4K ﹤0.01% 947
2026
Q1
$243K Sell
8,010
-7,911
-50% -$248K ﹤0.01% 937
2025
Q4
$493K Buy
15,921
+12,728
+399% +$396K 0.01% 661
2025
Q3
$101K Sell
3,193
-375
-11% -$11.8K ﹤0.01% 1055
2025
Q2
$109K Sell
3,568
-401
-10% -$12.1K ﹤0.01% 1045
2025
Q1
$122K Buy
3,969
+110
+3% +$3.47K ﹤0.01% 939
2024
Q4
$121K Sell
3,859
-1,640
-30% -$53.5K ﹤0.01% 973
2024
Q3
$183K Buy
5,499
+14
+0.3% +$451 ﹤0.01% 882
2024
Q2
$173K Buy
5,485
+804
+17% +$25.3K ﹤0.01% 862
2024
Q1
$147K Buy
4,681
+1,754
+60% +$55.9K 0.01% 523
2023
Q4
$91.3K Sell
2,927
-3,263
-53% -$97.5K ﹤0.01% 602
2023
Q3
$187K Buy
6,190
+3,116
+101% +$95.2K 0.01% 579
2023
Q2
$95.1K Buy
3,074
+7
+0.2% +$214 0.01% 587
2023
Q1
$95.8K Hold
3,067
0.01% 518
2022
Q4
$93.6K Sell
3,067
-2,393
-44% -$74.4K 0.01% 515
2022
Q3
$173K Buy
5,460
+473
+9% +$15.9K 0.02% 382
2022
Q2
$164K Sell
4,987
-2,500
-33% -$84.6K 0.01% 407
2022
Q1
$273K Buy
7,487
+1,268
+20% +$46.6K 0.02% 369
2021
Q4
$245K Buy
6,219
+3,634
+141% +$141K 0.02% 360
2021
Q3
$100K Sell
2,585
-1,642
-39% -$64.4K 0.01% 481
2021
Q2
$166K Buy
4,227
+1,642
+64% +$63.6K 0.01% 369
2021
Q1
$99K Sell
2,585
-193
-7% -$7.32K 0.01% 441
2020
Q4
$107K Buy
2,778
+193
+7% +$7.21K 0.01% 401
2020
Q3
$94K Hold
2,585
0.01% 379
2020
Q2
$90K Hold
2,585
0.01% 365
2020
Q1
$82K Buy
+2,585
New +$92.7K 0.01% 350
2018
Q2
Sell
-6,090
Closed -$229K 227
2018
Q1
$229K Sell
6,090
-1,051
-15% -$39.4K 0.03% 205
2017
Q4
$272K Buy
7,141
+1,052
+17% +$40.4K 0.04% 192
2017
Q3
$236K Sell
6,089
-3,421
-36% -$133K 0.03% 219
2017
Q2
$373K Buy
9,510
+1,009
+12% +$39.3K 0.05% 165
2017
Q1
$329K Hold
8,501
0.05% 168
2016
Q4
$316K Buy
+8,501
New +$323K 0.05% 161

Other funds holding PFF

Clearstead Advisors's PFF Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 15% in Q2 2026, buying an estimated $37.4K and bringing the position to 9,211 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Clearstead Advisors first reported a position in PFF in Q4 2016 and has held it in 32 quarters since. The position peaked at $493K in Q4 2025. 964 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • Clearstead Advisors held 9,211 shares of iShares Preferred and Income Securities ETF worth $281K as of Q2 2026.
  • Clearstead Advisors bought 1,201 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $37.4K.
  • iShares Preferred and Income Securities ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #947 holding.
  • Clearstead Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 32 quarters since.
  • Clearstead Advisors's iShares Preferred and Income Securities ETF position peaked at $493K in Q4 2025.
  • 964 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.