ClientFirst Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

ClientFirst Wealth 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	$608K	Hold	19,944	–	–	0.5%	21
2026 Q1	$605K	Hold	19,944	–	–	0.51%	22
2025 Q4	$617K	Sell	19,944 -1,400	-7%	-$43.6K	0.5%	20
2025 Q3	$675K	Sell	21,344 -3,150	-13%	-$99K	0.54%	19
2025 Q2	$751K	Hold	24,494	–	–	0.77%	16
2025 Q1	$753K	Sell	24,494 -100	-0.4%	-$3.15K	0.85%	16
2024 Q4	$773K	Buy	+24,594	New	+$803K	0.78%	16
2023 Q3	$973K	Buy	32,624 +500	+2%	+$15.3K	1.18%	13
2023 Q2	$991K	Hold	32,124	–	–	1.18%	12
2023 Q1	$1M	Hold	32,124	–	–	1.34%	10
2022 Q4	$981K	Sell	32,124 -8,000	-20%	-$249K	1.25%	10
2022 Q3	$1.27M	Sell	40,124 -2,300	-5%	-$77.1K	1.58%	10
2022 Q2	$1.4M	Buy	42,424 +1,000	+2%	+$33.8K	2.12%	10
2022 Q1	$1.51M	Sell	41,424 -200	-0.5%	-$7.35K	1.39%	10
2021 Q4	$1.5M	Buy	+41,624	New	+$1.62M	1.34%	10

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

ClientFirst Wealth Management's PFF Position: Q2 2026 in Review

ClientFirst Wealth Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q2 2026 at 19,944 shares worth $608K. The position accounts for 0.5% of the portfolio, ranked #21.

ClientFirst Wealth Management first reported a position in PFF in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.51M in Q1 2022. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

ClientFirst Wealth Management held 19,944 shares of iShares Preferred and Income Securities ETF worth $608K as of Q2 2026.
ClientFirst Wealth Management left its iShares Preferred and Income Securities ETF share count unchanged in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.5% of ClientFirst Wealth Management's portfolio in Q2 2026, its #21 holding.
ClientFirst Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and has held it in 15 quarters since.
ClientFirst Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.51M in Q1 2022.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.