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

CMH 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 		$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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

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

CMH Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 22% in Q2 2026, selling an estimated $364K and leaving 40,350 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #78.

CMH Wealth Management first reported a position in PFF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.58M in Q1 2026. 178 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • CMH Wealth Management held 40,350 shares of iShares Preferred and Income Securities ETF worth $1.23M as of Q2 2026.
  • CMH Wealth Management sold 11,675 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $364K.
  • iShares Preferred and Income Securities ETF made up 0.19% of CMH Wealth Management's portfolio in Q2 2026, its #78 holding.
  • CMH Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.58M in Q1 2026.
  • 178 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.