CMH Wealth Management’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
Q3
$367K Sell
12,425
-27,925
-69% -$847K 0.06% 98
2026
Q2
$1.23M Sell
40,350
-11,675
-22% -$364K 0.19% 78
2026
Q1
$1.58M Buy
+52,025
New +$1.63M 0.27% 71

Other funds holding PFF

CMH Wealth Management's PFF Position: Q3 2026 in Review

CMH Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 69% in Q3 2026, selling an estimated $847K and leaving 12,425 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #98.

CMH Wealth Management first reported a position in PFF in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.58M in Q1 2026. 266 funds tracked by Wall St. Rank hold PFF as of Q3 2026.

  • CMH Wealth Management held 12,425 shares of iShares Preferred and Income Securities ETF worth $367K as of Q3 2026.
  • CMH Wealth Management sold 27,925 iShares Preferred and Income Securities ETF shares in Q3 2026, an estimated $847K.
  • iShares Preferred and Income Securities ETF made up 0.06% of CMH Wealth Management's portfolio in Q3 2026, its #98 holding.
  • CMH Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • CMH Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.58M in Q1 2026.
  • 266 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.